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CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
Copeland SMID Cap Dividend Growth A
Price$15.50
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets162.98M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
CSDGX vs VRTIX Comparison Chart in %
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CSDGX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. CSDGX (163M). VRTIX pays higher dividends than CSDGX: VRTIX (1.20) vs CSDGX (0.36). CSDGX was incepted earlier than VRTIX: CSDGX (7 years) vs VRTIX (15 years). CSDGX (1.55) is less costly to investors than VRTIX (0.07). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VRTIX (12.00). CSDGX has a lower initial minimum investment than VRTIX: CSDGX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. CSDGX (-5.74). VRTIX return over 5 years is better than : 52.70 vs. CSDGX (28.67).
| CSDGX | VRTIX | CSDGX / VRTIX | |
| Total Expense Ratio | 1.20 | 0.07 | 1,714% |
| Annual Report Gross Expense Ratio | 1.55 | 0.07 | 2,214% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.907 | 10.362 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 13.6B | 1% |
| Annual Yield % from dividends | 0.36 | 1.20 | 30% |
| Returns for 1 year | -5.74 | 7.92 | -72% |
| Returns for 3 years | 21.33 | 41.48 | 51% |
| Returns for 5 years | 28.67 | 52.70 | 54% |
| Returns for 10 years | N/A | 120.39 | - |
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