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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.73
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CSMDX (169M). VSMAX pays higher dividends than CSMDX: VSMAX (1.40) vs CSMDX (0.55). CSMDX was incepted earlier than VSMAX: CSMDX (8 years) vs VSMAX (25 years). CSMDX (1.34) is less costly to investors than VSMAX (0.05). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CSMDX: VSMAX (3000) vs CSMDX (5000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. CSMDX (-2.04). VSMAX return over 5 years is better than : 66.87 vs. CSMDX (37.06).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 2.676 | 2.804 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 153B | 0% |
| Annual Yield % from dividends | 0.55 | 1.40 | 39% |
| Returns for 1 year | -2.04 | 8.49 | -24% |
| Returns for 3 years | 17.35 | 34.27 | 51% |
| Returns for 5 years | 37.06 | 66.87 | 55% |
| Returns for 10 years | N/A | 115.21 | - |
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