CSMDX
Price
$15.73
Change
+$0.09 (+0.58%)
Updated
Jul 25 closing price
Net Assets
169.07M
VSCPX
Price
$341.12
Change
+$2.08 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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CSMDX vs VSCPX

Header iconCSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPXBanner chart's image
Copeland SMID Cap Dividend Growth I
Price$15.73
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
CSMDX vs VSCPX Comparison Chart in %
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CSMDX vs. VSCPX commentary
Jul 27, 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 StrongBuy and VSCPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. CSMDX (169M). 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 : 8.49 vs. CSMDX (-2.04). VSCPX return over 5 years is better than : 66.90 vs. CSMDX (37.06).
CSMDXVSCPXCSMDX / VSCPX
Total Expense Ratio0.950.033,167%
Annual Report Gross Expense Ratio1.340.034,467%
Fund Existence8 years15 years-
Gain YTD2.6762.80895%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets169M153B0%
Annual Yield % from dividends0.551.4239%
Returns for 1 year-2.048.49-24%
Returns for 3 years17.3534.2851%
Returns for 5 years37.0666.9055%
Returns for 10 yearsN/A115.31-
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