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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$10.40
Change-$0.47 (-4.32%)
VolumeN/A
Net Assets31.33M
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
Apr 05, 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 CDCRX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. CDCRX (31.3M). FSMAX pays higher dividends than CDCRX: FSMAX (0.53) vs CDCRX (0.00). CDCRX was incepted earlier than FSMAX: CDCRX (13 years) vs FSMAX (14 years). CDCRX (2.69) is less costly to investors than FSMAX (0.04). CDCRX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CDCRX: FSMAX (0) vs CDCRX (1000). FSMAX annual gain was more profitable for investors over the last year : 3.80 vs. CDCRX (-11.48). FSMAX return over 5 years is better than : 106.28 vs. CDCRX (20.64).
| CDCRX | FSMAX | CDCRX / FSMAX | |
| Total Expense Ratio | 1.95 | 0.04 | 5,571% |
| Annual Report Gross Expense Ratio | 2.69 | 0.04 | 7,686% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -3.549 | -6.855 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 36.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -11.48 | 3.80 | -303% |
| Returns for 3 years | -12.62 | 8.54 | -148% |
| Returns for 5 years | 20.64 | 106.28 | 19% |
| Returns for 10 years | -28.11 | 57.10 | -49% |
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