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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$15.36
Change-$0.20 (-1.29%)
VolumeN/A
Net Assets158.11M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
CSDGX vs VSMAX Comparison Chart in %
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CSDGX vs. VSMAX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSDGX (158M). VSMAX pays higher dividends than CSDGX: VSMAX (1.34) vs CSDGX (0.36). 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 : 1.45 vs. CSDGX (-7.12). VSMAX return over 5 years is better than : 48.41 vs. CSDGX (23.39).
| 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 | 2.301 | 6.757 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.34 | 27% |
| Returns for 1 year | -7.12 | 1.45 | -491% |
| Returns for 3 years | 13.46 | 33.26 | 40% |
| Returns for 5 years | 23.39 | 48.41 | 48% |
| Returns for 10 years | N/A | 138.28 | - |
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