CSDGX
Price
$15.61
Change
+$0.17 (+1.10%)
Updated
Sep 26 closing price
Net Assets
164.8M
VSCPX
Price
$352.54
Change
+$3.39 (+0.97%)
Updated
Sep 26 closing price
Net Assets
161.26B
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CSDGX vs VSCPX

Header iconCSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPXBanner chart's image
Copeland SMID Cap Dividend Growth A
Price$15.61
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets164.8M
Vanguard Small Cap Index InstlPlus
Price$352.54
Change+$3.39 (+0.97%)
VolumeN/A
Net Assets161.26B
CSDGX vs VSCPX Comparison Chart in %
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CSDGX vs. VSCPX 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 VSCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. CSDGX (165M). VSCPX pays higher dividends than CSDGX: VSCPX (1.33) vs CSDGX (0.35). CSDGX was incepted earlier than VSCPX: CSDGX (7 years) vs VSCPX (15 years). CSDGX (1.55) is less costly to investors than VSCPX (0.03). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (13.00). CSDGX has a lower initial minimum investment than VSCPX: CSDGX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.04 vs. CSDGX (-3.13). VSCPX return over 5 years is better than : 71.78 vs. CSDGX (38.28).
CSDGXVSCPXCSDGX / VSCPX
Total Expense Ratio1.200.034,000%
Annual Report Gross Expense Ratio1.550.035,167%
Fund Existence7 years15 years-
Gain YTD2.6306.25042%
Front Load6%N/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets165M161B0%
Annual Yield % from dividends0.351.3326%
Returns for 1 year-3.138.04-39%
Returns for 3 years29.0050.8657%
Returns for 5 years38.2871.7853%
Returns for 10 yearsN/A149.06-
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