CSMDX
Price
$15.80
Change
+$0.09 (+0.57%)
Updated
Jul 3 closing price
Net Assets
205.89M
VSCIX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CSMDX vs VSCIX

Header iconCSMDX vs VSCIX Comparison
Open Charts CSMDX vs VSCIXBanner chart's image
Copeland SMID Cap Dividend Growth I
Price$15.80
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSCIX Comparison Chart in %
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CSMDX vs. VSCIX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. CSMDX (206M). VSCIX pays higher dividends than CSMDX: VSCIX (1.41) 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 : 12.26 vs. CSMDX (3.59). VSCIX return over 5 years is better than : 69.54 vs. CSMDX (42.09).
CSMDXVSCIXCSMDX / VSCIX
Total Expense Ratio0.950.042,375%
Annual Report Gross Expense Ratio1.340.043,350%
Fund Existence8 years28 years-
Gain YTD3.1331.448216%
Front LoadN/AN/A-
Min. Initial Investment500050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets206M148B0%
Annual Yield % from dividends0.551.4139%
Returns for 1 year3.5912.2629%
Returns for 3 years23.3437.9462%
Returns for 5 years42.0969.5461%
Returns for 10 yearsN/A109.37-
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