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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.14
Change-$0.21 (-1.37%)
VolumeN/A
Net Assets159.3M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CSMDX (159M). VSMAX pays higher dividends than CSMDX: VSMAX (1.48) vs CSMDX (0.56). 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 : 5.22 vs. CSMDX (-0.02). VSMAX return over 5 years is better than : 63.38 vs. CSMDX (39.43).
| 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 | -1.175 | -4.364 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 148B | 0% |
| Annual Yield % from dividends | 0.56 | 1.48 | 38% |
| Returns for 1 year | -0.02 | 5.22 | -0% |
| Returns for 3 years | 19.00 | 31.37 | 61% |
| Returns for 5 years | 39.43 | 63.38 | 62% |
| Returns for 10 years | N/A | 93.38 | - |
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