Interact to see
Advertisement
Advertisement
CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.49
Change-$0.21 (-1.34%)
VolumeN/A
Net Assets158.11M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
CSMDX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. NAESX 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 CSMDX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. CSMDX (158M). NAESX pays higher dividends than CSMDX: NAESX (1.22) vs CSMDX (0.54). 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 : -0.33 vs. CSMDX (-7.77). NAESX return over 5 years is better than : 44.93 vs. CSMDX (23.35).
| 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 | 1.110 | 4.359 | 25% |
| Front Load | N/A | 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 | 0.54 | 1.22 | 45% |
| Returns for 1 year | -7.77 | -0.33 | 2,332% |
| Returns for 3 years | 13.74 | 31.86 | 43% |
| Returns for 5 years | 23.35 | 44.93 | 52% |
| Returns for 10 years | N/A | 129.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers