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CSDGX vs VRTIX
CSDGX vs VRTIX Comparison
Open Charts CSDGX vs VRTIX
Copeland SMID Cap Dividend Growth A
Price$16.04
Change+$0.61 (+3.95%)
VolumeN/A
Net Assets141.3M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
CSDGX vs VRTIX Comparison Chart in %
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CSDGX vs. VRTIX commentary
Feb 04, 2026
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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CSDGX (141M). VRTIX pays higher dividends than CSDGX: VRTIX (1.19) vs CSDGX (0.45). 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 (14.00). 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 : 17.71 vs. CSDGX (4.45). VRTIX return over 5 years is better than : 22.38 vs. CSDGX (16.02).
| 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 | 5.735 | 6.757 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 14.3B | 1% |
| Annual Yield % from dividends | 0.45 | 1.19 | 38% |
| Returns for 1 year | 4.45 | 17.71 | 25% |
| Returns for 3 years | 12.60 | 35.16 | 36% |
| Returns for 5 years | 16.02 | 22.38 | 72% |
| Returns for 10 years | N/A | 180.76 | - |
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