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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$16.04
Change+$0.61 (+3.95%)
VolumeN/A
Net Assets141.3M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
CSDGX vs VSMAX Comparison Chart in %
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CSDGX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSDGX (141M). VSMAX pays higher dividends than CSDGX: VSMAX (1.27) vs CSDGX (0.45). 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 : 10.71 vs. CSDGX (4.45). VSMAX return over 5 years is better than : 31.93 vs. CSDGX (16.02).
| CSDGX | VSMAX | CSDGX / VSMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.55 | 0.05 | 3,100% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 5.735 | 5.535 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 162B | 0% |
| Annual Yield % from dividends | 0.45 | 1.27 | 36% |
| Returns for 1 year | 4.45 | 10.71 | 42% |
| Returns for 3 years | 12.60 | 33.11 | 38% |
| Returns for 5 years | 16.02 | 31.93 | 50% |
| Returns for 10 years | N/A | 186.87 | - |
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