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CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
Copeland SMID Cap Dividend Growth A
Price$15.78
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets163.44M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
CSDGX vs VRTIX Comparison Chart in %
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CSDGX vs. VRTIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. CSDGX (163M). VRTIX pays higher dividends than CSDGX: VRTIX (1.17) vs CSDGX (0.35). 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 : 1.83 vs. CSDGX (-6.92). VRTIX return over 5 years is better than : 35.85 vs. CSDGX (23.08).
| 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 | 3.616 | 11.294 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 13.9B | 1% |
| Annual Yield % from dividends | 0.35 | 1.17 | 30% |
| Returns for 1 year | -6.92 | 1.83 | -379% |
| Returns for 3 years | 13.95 | 32.06 | 44% |
| Returns for 5 years | 23.08 | 35.85 | 64% |
| Returns for 10 years | N/A | 118.08 | - |
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| Alpha Architect High Infl And Defltn ETF | |||