CSMDX
Price
$15.80
Change
+$0.09 (+0.57%)
Updated
Jul 3 closing price
Net Assets
205.89M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CSMDX vs VSMAX

Header iconCSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAXBanner chart's image
Copeland SMID Cap Dividend Growth I
Price$15.80
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets205.89M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSMAX Comparison Chart in %
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VS
CSMDX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CSMDX (206M). 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 : 12.25 vs. CSMDX (3.59). VSMAX return over 5 years is better than : 69.54 vs. CSMDX (42.09).
CSMDXVSMAXCSMDX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio1.340.052,680%
Fund Existence8 years25 years-
Gain YTD3.1331.447216%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets206M148B0%
Annual Yield % from dividends0.551.4039%
Returns for 1 year3.5912.2529%
Returns for 3 years23.3437.9562%
Returns for 5 years42.0969.5461%
Returns for 10 yearsN/A109.34-
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