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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.28
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets161.39M
Vanguard Small Cap Index Admiral Shares
Price$112.02
Change-$1.16 (-1.02%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX commentary
Jun 26, 2025
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: 148B vs. CSMDX (161M). VSMAX pays higher dividends than CSMDX: VSMAX (1.48) vs CSMDX (0.56). CSMDX was incepted earlier than VSMAX: CSMDX (8 years) vs VSMAX (25 years). CSMDX (1.34) is less costly to investors than VSMAX (0.05). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). 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 : 8.07 vs. CSMDX (1.23). VSMAX return over 5 years is better than : 66.74 vs. CSMDX (43.90).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.457 | -1.626 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 148B | 0% |
| Annual Yield % from dividends | 0.56 | 1.48 | 38% |
| Returns for 1 year | 1.23 | 8.07 | 15% |
| Returns for 3 years | 18.96 | 30.99 | 61% |
| Returns for 5 years | 43.90 | 66.74 | 66% |
| Returns for 10 years | N/A | 98.44 | - |
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