Interact to see
Advertisement
Advertisement
CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
Copeland SMID Cap Dividend Growth I
Price$16.15
Change+$0.59 (+3.79%)
VolumeN/A
Net Assets141.3M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
CSMDX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. VRTIX commentary
Feb 05, 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 (141M). VRTIX pays higher dividends than CSMDX: VRTIX (1.19) vs CSMDX (0.72). 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 : 17.71 vs. CSMDX (4.72). VRTIX return over 5 years is better than : 22.38 vs. CSMDX (17.52).
| 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 | 5.832 | 6.757 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 14.3B | 1% |
| Annual Yield % from dividends | 0.72 | 1.19 | 61% |
| Returns for 1 year | 4.72 | 17.71 | 27% |
| Returns for 3 years | 13.46 | 35.16 | 38% |
| Returns for 5 years | 17.52 | 22.38 | 78% |
| Returns for 10 years | N/A | 180.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FGD | 32.42 | 0.34 | +1.06% |
| First Trust Dow Jones Global Sel Div ETF | |||
| MPRO | 31.55 | 0.18 | +0.58% |
| Monarch ProCap ETF | |||
| RDTE | 30.26 | 0.17 | +0.56% |
| Roundhill Russell 2000 0DTECovCllStgyETF | |||
| BEMB | 53.78 | -0.18 | -0.33% |
| iShares J.P. Morgan Brd USD Emr MktBdETF | |||
| RSPA | 51.94 | -0.21 | -0.40% |
| Invesco S&P 500 Eq Wght Inc Adv ETF | |||