Copeland SMID Cap Dividend Growth Fund (CSMDX) Alternatives
Copeland SMID Cap Dividend Growth Fund (CSMDX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CSMDX
CSMDX charges 0.95% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CSMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | CSMDX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | CSMDX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | CSMDX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | CSMDX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | CSMDX vs TISBX |
Best Risk-Adjusted Alternatives to CSMDX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | CSMDX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | CSMDX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | CSMDX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | CSMDX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | CSMDX vs PRSVX |
Top Performing CSMDX Alternatives (YTD)
CSMDX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | CSMDX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | CSMDX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | CSMDX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | CSMDX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | CSMDX vs RIVSX |
Lowest Volatility Alternatives to CSMDX
CSMDX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | CSMDX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | CSMDX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | CSMDX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | CSMDX vs BOSOX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 19.62% | Sep 8, 2011 | CSMDX vs FTHNX |
Lowest Drawdown Alternatives to CSMDX
CSMDX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | CSMDX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | CSMDX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | CSMDX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | CSMDX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | CSMDX vs BOSOX |
Other Mutual Funds from Copeland Funds
Most popular Copeland Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Copeland Dividend Growth Fund | Diversified Portfolio | 26 | -4.02% | Dec 27, 2010 | CSMDX vs CDGRX |
Often Compared With CSMDX
What investors most often compare with CSMDX, based on PortfoliosLab usage data.
Compare CSMDX with Any Fund or Stock
Compare CSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.