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CSMDX vs VSCIX
CSMDX vs VSCIX Comparison
Open Charts CSMDX vs VSCIX
Copeland SMID Cap Dividend Growth I
Price$15.49
Change-$0.21 (-1.34%)
VolumeN/A
Net Assets158.11M
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
CSMDX vs VSCIX Comparison Chart in %
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CSMDX vs. VSCIX commentary
Nov 14, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. CSMDX (158M). VSCIX pays higher dividends than CSMDX: VSCIX (1.35) vs CSMDX (0.54). CSMDX was incepted earlier than VSCIX: CSMDX (9 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 : -0.31 vs. CSMDX (-7.77). VSCIX return over 5 years is better than : 45.13 vs. CSMDX (23.35).
| 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 | 9 years | 28 years | - |
| Gain YTD | 1.110 | 4.400 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 162B | 0% |
| Annual Yield % from dividends | 0.54 | 1.35 | 40% |
| Returns for 1 year | -7.77 | -0.31 | 2,496% |
| Returns for 3 years | 13.74 | 31.99 | 43% |
| Returns for 5 years | 23.35 | 45.13 | 52% |
| Returns for 10 years | N/A | 130.72 | - |
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