Interact to see
Advertisement
Advertisement
CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.14
Change-$0.21 (-1.37%)
VolumeN/A
Net Assets159.3M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
CSMDX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CSMDX (159M). NAESX pays higher dividends than CSMDX: NAESX (1.35) vs CSMDX (0.56). 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 : 5.19 vs. CSMDX (-0.02). NAESX return over 5 years is better than : 63.19 vs. CSMDX (39.43).
| 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 | -1.175 | -4.390 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 148B | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 42% |
| Returns for 1 year | -0.02 | 5.19 | -0% |
| Returns for 3 years | 19.00 | 31.28 | 61% |
| Returns for 5 years | 39.43 | 63.19 | 62% |
| Returns for 10 years | N/A | 92.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement