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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.35
Change-$0.59 (-3.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. CSMDX (188M). 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 : 19.58 vs. CSMDX (7.52). VSMAX return over 5 years is better than : 53.97 vs. CSMDX (30.44).
| 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 | 5.611 | 18.049 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 167B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 7.52 | 19.58 | 38% |
| Returns for 3 years | 8.52 | 15.80 | 54% |
| Returns for 5 years | 30.44 | 53.97 | 56% |
| Returns for 10 years | N/A | 125.00 | - |
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