CSMDX
Price
$15.73
Change
+$0.09 (+0.58%)
Updated
Jul 25 closing price
Net Assets
169.07M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$15.73
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Jul 27, 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 StrongBuy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CSMDX (169M). 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 : 8.46 vs. CSMDX (-2.04). NAESX return over 5 years is better than : 66.66 vs. CSMDX (37.06).
CSMDXNAESXCSMDX / NAESX
Total Expense Ratio0.950.17559%
Annual Report Gross Expense Ratio1.340.17788%
Fund Existence8 years65 years-
Gain YTD2.6762.78196%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets169M153B0%
Annual Yield % from dividends0.551.2843%
Returns for 1 year-2.048.46-24%
Returns for 3 years17.3534.1551%
Returns for 5 years37.0666.6656%
Returns for 10 yearsN/A114.71-
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