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CSMDX vs VSCIX
CSMDX vs VSCIX Comparison
Open Charts CSMDX vs VSCIX
Copeland SMID Cap Dividend Growth I
Price$15.75
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets170.04M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CSMDX vs VSCIX Comparison Chart in %
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CSMDX vs. VSCIX commentary
Aug 18, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. CSMDX (170M). VSCIX pays higher dividends than CSMDX: VSCIX (1.38) vs CSMDX (0.55). CSMDX was incepted earlier than VSCIX: CSMDX (8 years) vs VSCIX (28 years). CSMDX (1.34) is less costly to investors than VSCIX (0.04). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSCIX (13.00). CSMDX has a lower initial minimum investment than VSCIX: CSMDX (5000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. CSMDX (-0.31). VSCIX return over 5 years is better than : 57.74 vs. CSMDX (32.23).
| CSMDX | VSCIX | CSMDX / VSCIX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,350% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 2.807 | 2.527 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 154B | 0% |
| Annual Yield % from dividends | 0.55 | 1.38 | 40% |
| Returns for 1 year | -0.31 | 9.18 | -3% |
| Returns for 3 years | 9.55 | 20.49 | 47% |
| Returns for 5 years | 32.23 | 57.74 | 56% |
| Returns for 10 years | N/A | 113.17 | - |
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