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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$14.77
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets153.11M
Vanguard Small Cap Index Admiral Shares
Price$108.21
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
May 24, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. CSMDX (153M). VSMAX pays higher dividends than CSMDX: VSMAX (1.56) vs CSMDX (0.59). 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 : 2.82 vs. CSMDX (-3.15). VSMAX return over 5 years is better than : 66.80 vs. CSMDX (40.06).
| 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 | -3.198 | -5.946 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 140B | 0% |
| Annual Yield % from dividends | 0.59 | 1.56 | 38% |
| Returns for 1 year | -3.15 | 2.82 | -112% |
| Returns for 3 years | 12.93 | 23.66 | 55% |
| Returns for 5 years | 40.06 | 66.80 | 60% |
| Returns for 10 years | N/A | 92.39 | - |
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