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CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
Copeland SMID Cap Dividend Growth I
Price$16.25
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets163.71M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
CSMDX vs VRTIX Comparison Chart in %
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CSMDX vs. VRTIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CSMDX (164M). VRTIX pays higher dividends than CSMDX: VRTIX (1.25) vs CSMDX (0.76). 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 : 19.93 vs. CSMDX (6.46). VRTIX return over 5 years is better than : 27.09 vs. CSMDX (18.50).
| 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 | 6.488 | 6.855 | 95% |
| 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 | 0.76 | 1.25 | 61% |
| Returns for 1 year | 6.46 | 19.93 | 32% |
| Returns for 3 years | 21.25 | 42.44 | 50% |
| Returns for 5 years | 18.50 | 27.09 | 68% |
| Returns for 10 years | N/A | 175.04 | - |
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