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CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CSDGX vs NAESX Comparison Chart in %
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CSDGX vs. NAESX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CSDGX (206M). NAESX pays higher dividends than CSDGX: NAESX (1.28) vs CSDGX (0.37). CSDGX was incepted earlier than NAESX: CSDGX (6 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 : 12.22 vs. CSDGX (3.37). NAESX return over 5 years is better than : 69.32 vs. CSDGX (40.36).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | 3.090 | 1.432 | 216% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 148B | 0% |
| Annual Yield % from dividends | 0.37 | 1.28 | 29% |
| Returns for 1 year | 3.37 | 12.22 | 28% |
| Returns for 3 years | 22.45 | 37.83 | 59% |
| Returns for 5 years | 40.36 | 69.32 | 58% |
| Returns for 10 years | N/A | 108.83 | - |