CSDGX
Price
$15.78
Change
+$0.12 (+0.77%)
Updated
Dec 3 closing price
Net Assets
163.44M
VSMAX
Price
$124.07
Change
+$1.27 (+1.03%)
Updated
Dec 3 closing price
Net Assets
161.58B
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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$15.78
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets163.44M
Vanguard Small Cap Index Admiral Shares
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
CSDGX vs VSMAX Comparison Chart in %
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VS
CSDGX vs. VSMAX commentary
Dec 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSDGX (163M). VSMAX pays higher dividends than CSDGX: VSMAX (1.32) 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 : -0.85 vs. CSDGX (-6.92). VSMAX return over 5 years is better than : 41.14 vs. CSDGX (23.08).
CSDGXVSMAXCSDGX / VSMAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.550.053,100%
Fund Existence7 years25 years-
Gain YTD3.6167.12351%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets163M162B0%
Annual Yield % from dividends0.351.3227%
Returns for 1 year-6.92-0.85815%
Returns for 3 years13.9532.1743%
Returns for 5 years23.0841.1456%
Returns for 10 yearsN/A132.03-
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