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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.61
Change-$0.22 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VS
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CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
Sep 08, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSMDX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. CSMDX (176M). VSMAX pays higher dividends than CSMDX: VSMAX (1.42) vs CSMDX (0.76). CSMDX was incepted earlier than VSMAX: CSMDX (8 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. CSMDX (0.02). VSMAX has a lower initial minimum investment than CSMDX: VSMAX (3000) vs CSMDX (5000). VSMAX annual gain was more profitable for investors over the last year : 14.27 vs. CSMDX (11.65). VSMAX return over 5 years is better than : 48.98 vs. CSMDX (32.94).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.351 | 5.987 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 149B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 11.65 | 14.27 | 82% |
| Returns for 3 years | 0.71 | -0.35 | -201% |
| Returns for 5 years | 32.94 | 48.98 | 67% |
| Returns for 10 years | N/A | 103.49 | - |
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