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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.75
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets170.04M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Aug 18, 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 CSMDX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. CSMDX (170M). NAESX pays higher dividends than CSMDX: NAESX (1.25) vs CSMDX (0.55). CSMDX was incepted earlier than NAESX: CSMDX (8 years) vs NAESX (65 years). CSMDX (1.34) is less costly to investors than NAESX (0.17). CSMDX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSMDX: NAESX (3000) vs CSMDX (5000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. CSMDX (-0.31). NAESX return over 5 years is better than : 57.53 vs. CSMDX (32.23).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | 2.807 | 2.494 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 154B | 0% |
| Annual Yield % from dividends | 0.55 | 1.25 | 44% |
| Returns for 1 year | -0.31 | 9.15 | -3% |
| Returns for 3 years | 9.55 | 20.39 | 47% |
| Returns for 5 years | 32.23 | 57.53 | 56% |
| Returns for 10 years | N/A | 112.59 | - |
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