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CSDGX vs VSCIX
CSDGX vs VSCIX Comparison
Open Charts CSDGX vs VSCIX
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$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
CSDGX vs VSCIX Comparison Chart in %
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CSDGX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. CSDGX (165M). VSCIX pays higher dividends than CSDGX: VSCIX (1.32) vs CSDGX (0.35). 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 : 8.04 vs. CSDGX (-3.13). VSCIX return over 5 years is better than : 71.75 vs. CSDGX (38.28).
| 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 | 2.630 | 6.250 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 161B | 0% |
| Annual Yield % from dividends | 0.35 | 1.32 | 27% |
| Returns for 1 year | -3.13 | 8.04 | -39% |
| Returns for 3 years | 29.00 | 50.85 | 57% |
| Returns for 5 years | 38.28 | 71.75 | 53% |
| Returns for 10 years | N/A | 149.00 | - |
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