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CSDGX vs VSCIX
CSDGX vs VSCIX Comparison
Open Charts CSDGX vs VSCIX
Copeland SMID Cap Dividend Growth A
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CSDGX vs VSCIX Comparison Chart in %
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CSDGX vs. VSCIX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. CSDGX (206M). 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 : 12.26 vs. CSDGX (3.37). VSCIX return over 5 years is better than : 69.54 vs. CSDGX (40.36).
| 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 | 3.090 | 1.448 | 213% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 148B | 0% |
| Annual Yield % from dividends | 0.37 | 1.41 | 26% |
| Returns for 1 year | 3.37 | 12.26 | 28% |
| Returns for 3 years | 22.45 | 37.94 | 59% |
| Returns for 5 years | 40.36 | 69.54 | 58% |
| Returns for 10 years | N/A | 109.37 | - |