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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$16.52
Change-$0.16 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B 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 : 30.28 vs. CSMDX (19.87). VSMAX return over 5 years is better than : 55.62 vs. CSMDX (35.22).
| 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 | 8.899 | 15.803 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 151B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 19.87 | 30.28 | 66% |
| Returns for 3 years | -0.10 | 4.74 | -2% |
| Returns for 5 years | 35.22 | 55.62 | 63% |
| Returns for 10 years | N/A | 123.30 | - |