Interact to see
Advertisement
Advertisement
CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$15.50
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets162.98M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
CSDGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. NAESX commentary
Oct 19, 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 CSDGX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. CSDGX (163M). NAESX pays higher dividends than CSDGX: NAESX (1.23) vs CSDGX (0.36). CSDGX was incepted earlier than NAESX: CSDGX (7 years) vs NAESX (65 years). CSDGX (1.55) is less costly to investors than NAESX (0.17). CSDGX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSDGX: NAESX (3000) vs CSDGX (5000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. CSDGX (-5.74). NAESX return over 5 years is better than : 55.28 vs. CSDGX (28.67).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 1.907 | 5.577 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.23 | 29% |
| Returns for 1 year | -5.74 | 4.92 | -117% |
| Returns for 3 years | 21.33 | 41.91 | 51% |
| Returns for 5 years | 28.67 | 55.28 | 52% |
| Returns for 10 years | N/A | 130.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement