CSDGX
Price
$15.61
Change
+$0.17 (+1.10%)
Updated
Sep 26 closing price
Net Assets
164.8M
NAESX
Price
$122.10
Change
+$1.17 (+0.97%)
Updated
Sep 26 closing price
Net Assets
161.26B
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CSDGX vs NAESX

Header iconCSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESXBanner chart's image
Copeland SMID Cap Dividend Growth A
Price$15.61
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets164.8M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
CSDGX vs NAESX Comparison Chart in %
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CSDGX vs. NAESX commentary
Sep 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. CSDGX (165M). NAESX pays higher dividends than CSDGX: NAESX (1.20) vs CSDGX (0.35). 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 : 8.00 vs. CSDGX (-3.13). NAESX return over 5 years is better than : 71.48 vs. CSDGX (38.28).
CSDGXNAESXCSDGX / NAESX
Total Expense Ratio1.200.17706%
Annual Report Gross Expense Ratio1.550.17912%
Fund Existence7 years65 years-
Gain YTD2.6306.19942%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets165M161B0%
Annual Yield % from dividends0.351.2029%
Returns for 1 year-3.138.00-39%
Returns for 3 years29.0050.6657%
Returns for 5 years38.2871.4854%
Returns for 10 yearsN/A148.14-
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