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CSDGX vs VSCIX
CSDGX vs VSCIX Comparison
Open Charts CSDGX vs VSCIX
Copeland SMID Cap Dividend Growth A
Price$15.36
Change-$0.20 (-1.29%)
VolumeN/A
Net Assets158.11M
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
CSDGX vs VSCIX Comparison Chart in %
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CSDGX vs. VSCIX commentary
Nov 14, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. CSDGX (158M). VSCIX pays higher dividends than CSDGX: VSCIX (1.35) vs CSDGX (0.36). CSDGX was incepted earlier than VSCIX: CSDGX (7 years) vs VSCIX (28 years). CSDGX (1.55) is less costly to investors than VSCIX (0.04). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSCIX (13.00). CSDGX has a lower initial minimum investment than VSCIX: CSDGX (5000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -0.31 vs. CSDGX (-7.12). VSCIX return over 5 years is better than : 45.13 vs. CSDGX (23.39).
| CSDGX | VSCIX | CSDGX / VSCIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.55 | 0.04 | 3,875% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 2.301 | 4.400 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.35 | 27% |
| Returns for 1 year | -7.12 | -0.31 | 2,289% |
| Returns for 3 years | 13.46 | 31.99 | 42% |
| Returns for 5 years | 23.39 | 45.13 | 52% |
| Returns for 10 years | N/A | 130.72 | - |
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