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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$16.09
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets173.71M
Vanguard Small Cap Index InstlPlus
Price$353.92
Change+$0.43 (+0.12%)
VolumeN/A
Net Assets161.26B
CSMDX vs VSCPX Comparison Chart in %
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CSMDX vs. VSCPX commentary
Sep 09, 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: 161B vs. CSMDX (174M). VSCPX pays higher dividends than CSMDX: VSCPX (1.33) vs CSMDX (0.52). CSMDX was incepted earlier than VSCPX: CSMDX (9 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 : 13.65 vs. CSMDX (2.29). VSCPX return over 5 years is better than : 66.83 vs. CSMDX (39.90).
| 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 | 9 years | 15 years | - |
| Gain YTD | 5.157 | 6.536 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 161B | 0% |
| Annual Yield % from dividends | 0.52 | 1.33 | 39% |
| Returns for 1 year | 2.29 | 13.65 | 17% |
| Returns for 3 years | 22.95 | 39.36 | 58% |
| Returns for 5 years | 39.90 | 66.83 | 60% |
| Returns for 10 years | N/A | 133.00 | - |
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