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CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
Copeland SMID Cap Dividend Growth I
Price$15.54
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets164.02M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
CSMDX vs VRTIX Comparison Chart in %
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CSMDX vs. VRTIX 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CSMDX (164M). VRTIX pays higher dividends than CSMDX: VRTIX (1.17) vs CSMDX (0.53). CSMDX was incepted earlier than VRTIX: CSMDX (9 years) vs VRTIX (15 years). CSMDX (1.34) is less costly to investors than VRTIX (0.07). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VRTIX (14.00). CSMDX has a lower initial minimum investment than VRTIX: CSMDX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. CSMDX (0.45). VRTIX return over 5 years is better than : 29.26 vs. CSMDX (17.58).
| CSMDX | VRTIX | CSMDX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 1.34 | 0.07 | 1,914% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.436 | 14.503 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 14.3B | 1% |
| Annual Yield % from dividends | 0.53 | 1.17 | 45% |
| Returns for 1 year | 0.45 | 13.07 | 3% |
| Returns for 3 years | 22.03 | 46.54 | 47% |
| Returns for 5 years | 17.58 | 29.26 | 60% |
| Returns for 10 years | N/A | 130.53 | - |
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