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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$16.09
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets173.71M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX commentary
Sep 09, 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: 161B vs. CSMDX (174M). VSMAX pays higher dividends than CSMDX: VSMAX (1.31) vs CSMDX (0.52). 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 : 13.64 vs. CSMDX (2.29). VSMAX return over 5 years is better than : 66.80 vs. CSMDX (39.90).
| 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 | 5.157 | 6.527 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 161B | 0% |
| Annual Yield % from dividends | 0.52 | 1.31 | 40% |
| Returns for 1 year | 2.29 | 13.64 | 17% |
| Returns for 3 years | 22.95 | 39.35 | 58% |
| Returns for 5 years | 39.90 | 66.80 | 60% |
| Returns for 10 years | N/A | 132.90 | - |
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