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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.54
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets164.02M
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Dec 26, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. CSMDX (164M). NAESX pays higher dividends than CSMDX: NAESX (1.21) vs CSMDX (0.53). CSMDX was incepted earlier than NAESX: CSMDX (9 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 : 8.22 vs. CSMDX (0.45). NAESX return over 5 years is better than : 36.35 vs. CSMDX (17.58).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 1.436 | 9.833 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 163B | 0% |
| Annual Yield % from dividends | 0.53 | 1.21 | 44% |
| Returns for 1 year | 0.45 | 8.22 | 6% |
| Returns for 3 years | 22.03 | 44.83 | 49% |
| Returns for 5 years | 17.58 | 36.35 | 48% |
| Returns for 10 years | N/A | 143.16 | - |
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