CSMDX
Price
$15.80
Change
+$0.09 (+0.57%)
Updated
Jul 3 closing price
Net Assets
205.89M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CSMDX vs NAESX

Header iconCSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESXBanner chart's image
Copeland SMID Cap Dividend Growth I
Price$15.80
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CSMDX (206M). NAESX pays higher dividends than CSMDX: NAESX (1.28) 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 : 12.22 vs. CSMDX (3.59). NAESX return over 5 years is better than : 69.32 vs. CSMDX (42.09).
CSMDXNAESXCSMDX / NAESX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.340.17788%
Fund Existence8 years65 years-
Gain YTD3.1331.432219%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets206M148B0%
Annual Yield % from dividends0.551.2843%
Returns for 1 year3.5912.2229%
Returns for 3 years23.3437.8362%
Returns for 5 years42.0969.3261%
Returns for 10 yearsN/A108.83-
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