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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.80
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSCPX Comparison Chart in %
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CSMDX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. CSMDX (206M). VSCPX pays higher dividends than CSMDX: VSCPX (1.42) vs CSMDX (0.55). CSMDX was incepted earlier than VSCPX: CSMDX (8 years) vs VSCPX (15 years). CSMDX (1.34) is less costly to investors than VSCPX (0.03). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (13.00). CSMDX has a lower initial minimum investment than VSCPX: CSMDX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. CSMDX (3.59). VSCPX return over 5 years is better than : 69.56 vs. CSMDX (42.09).
| CSMDX | VSCPX | CSMDX / VSCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.34 | 0.03 | 4,467% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 3.133 | 1.452 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 148B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 3.59 | 12.26 | 29% |
| Returns for 3 years | 23.34 | 37.96 | 61% |
| Returns for 5 years | 42.09 | 69.56 | 61% |
| Returns for 10 years | N/A | 109.40 | - |