Interact to see
Advertisement
Advertisement
CSDGX vs VSCIX
CSDGX vs VSCIX Comparison
Open Charts CSDGX vs VSCIX
Copeland SMID Cap Dividend Growth A
Price$15.61
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CSDGX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. VSCIX commentary
Jul 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. CSDGX (169M). VSCIX pays higher dividends than CSDGX: VSCIX (1.41) vs CSDGX (0.37). CSDGX was incepted earlier than VSCIX: CSDGX (6 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 : 8.49 vs. CSDGX (-2.23). VSCIX return over 5 years is better than : 66.87 vs. CSDGX (35.37).
| 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 | 6 years | 28 years | - |
| Gain YTD | 2.630 | 2.806 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.41 | 26% |
| Returns for 1 year | -2.23 | 8.49 | -26% |
| Returns for 3 years | 16.57 | 34.26 | 48% |
| Returns for 5 years | 35.37 | 66.87 | 53% |
| Returns for 10 years | N/A | 115.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement