CSDGX
Price
$15.93
Change
+$0.19 (+1.21%)
Updated
Sep 4 closing price
Net Assets
173.71M
VSMAX
Price
$122.47
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
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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$15.93
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets173.71M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
CSDGX vs VSMAX Comparison Chart in %
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VS
CSDGX vs. VSMAX commentary
Sep 08, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CSDGX (174M). VSMAX pays higher dividends than CSDGX: VSMAX (1.31) vs CSDGX (0.35). CSDGX was incepted earlier than VSMAX: CSDGX (7 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 : 13.64 vs. CSDGX (2.06). VSMAX return over 5 years is better than : 66.80 vs. CSDGX (38.23).
CSDGXVSMAXCSDGX / VSMAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.550.053,100%
Fund Existence7 years25 years-
Gain YTD5.0626.52778%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets174M161B0%
Annual Yield % from dividends0.351.3127%
Returns for 1 year2.0613.6415%
Returns for 3 years22.0939.3556%
Returns for 5 years38.2366.8057%
Returns for 10 yearsN/A132.90-
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