CSDGX
Price
$15.68
Change
+$0.09 (+0.58%)
Updated
Jul 3 closing price
Net Assets
205.89M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CSDGX vs VSMAX

Header iconCSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAXBanner chart's image
Copeland SMID Cap Dividend Growth A
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CSDGX vs VSMAX Comparison Chart in %
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VS
CSDGX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CSDGX (206M). VSMAX pays higher dividends than CSDGX: VSMAX (1.40) vs CSDGX (0.37). CSDGX was incepted earlier than VSMAX: CSDGX (6 years) vs VSMAX (25 years). CSDGX (1.55) is less costly to investors than VSMAX (0.05). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CSDGX: VSMAX (3000) vs CSDGX (5000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. CSDGX (3.37). VSMAX return over 5 years is better than : 69.54 vs. CSDGX (40.36).
CSDGXVSMAXCSDGX / VSMAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.550.053,100%
Fund Existence6 years25 years-
Gain YTD3.0901.447214%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets206M148B0%
Annual Yield % from dividends0.371.4026%
Returns for 1 year3.3712.2528%
Returns for 3 years22.4537.9559%
Returns for 5 years40.3669.5458%
Returns for 10 yearsN/A109.34-
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