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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.63
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets162.98M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSMDX (163M). VSMAX pays higher dividends than CSMDX: VSMAX (1.34) vs CSMDX (0.54). CSMDX was incepted earlier than VSMAX: CSMDX (9 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 : 4.95 vs. CSMDX (-5.59). VSMAX return over 5 years is better than : 55.46 vs. CSMDX (30.17).
| 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 | 9 years | 25 years | - |
| Gain YTD | 2.024 | 5.599 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 162B | 0% |
| Annual Yield % from dividends | 0.54 | 1.34 | 40% |
| Returns for 1 year | -5.59 | 4.95 | -113% |
| Returns for 3 years | 22.29 | 42.02 | 53% |
| Returns for 5 years | 30.17 | 55.46 | 54% |
| Returns for 10 years | N/A | 130.86 | - |
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