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CSDGX vs VSCIX
CSDGX vs VSCIX Comparison
Open Charts CSDGX vs VSCIX
Copeland SMID Cap Dividend Growth A
Price$16.04
Change+$0.61 (+3.95%)
VolumeN/A
Net Assets141.3M
Vanguard Small Cap Index I
Price$130.42
Change+$7.87 (+6.42%)
VolumeN/A
Net Assets162.31B
CSDGX vs VSCIX Comparison Chart in %
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CSDGX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. CSDGX (141M). VSCIX pays higher dividends than CSDGX: VSCIX (1.28) vs CSDGX (0.45). CSDGX was incepted earlier than VSCIX: CSDGX (7 years) vs VSCIX (29 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 : 10.72 vs. CSDGX (4.45). VSCIX return over 5 years is better than : 31.94 vs. CSDGX (16.02).
| 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 | 29 years | - |
| Gain YTD | 5.735 | 5.535 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 162B | 0% |
| Annual Yield % from dividends | 0.45 | 1.28 | 35% |
| Returns for 1 year | 4.45 | 10.72 | 42% |
| Returns for 3 years | 12.60 | 33.12 | 38% |
| Returns for 5 years | 16.02 | 31.94 | 50% |
| Returns for 10 years | N/A | 186.94 | - |
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