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CSMDX vs VSCIX
CSMDX vs VSCIX Comparison
Open Charts CSMDX vs VSCIX
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.
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).
| 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 | 3.133 | 1.448 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 148B | 0% |
| Annual Yield % from dividends | 0.55 | 1.41 | 39% |
| Returns for 1 year | 3.59 | 12.26 | 29% |
| Returns for 3 years | 23.34 | 37.94 | 62% |
| Returns for 5 years | 42.09 | 69.54 | 61% |
| Returns for 10 years | N/A | 109.37 | - |
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