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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.75
Change-$0.13 (-0.82%)
VolumeN/A
Net Assets170.04M
Vanguard Small Cap Index InstlPlus
Price$340.19
Change-$1.26 (-0.37%)
VolumeN/A
Net Assets154.18B
CSMDX vs VSCPX Comparison Chart in %
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CSMDX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. CSMDX (170M). VSCPX pays higher dividends than CSMDX: VSCPX (1.39) 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 : 9.18 vs. CSMDX (-0.31). VSCPX return over 5 years is better than : 57.76 vs. CSMDX (32.23).
| 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 | 2.807 | 2.528 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 154B | 0% |
| Annual Yield % from dividends | 0.55 | 1.39 | 39% |
| Returns for 1 year | -0.31 | 9.18 | -3% |
| Returns for 3 years | 9.55 | 20.50 | 47% |
| Returns for 5 years | 32.23 | 57.76 | 56% |
| Returns for 10 years | N/A | 113.19 | - |
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