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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.44
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets30.22M
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. CDCRX (30.2M). FSMAX pays higher dividends than CDCRX: FSMAX (0.50) vs CDCRX (0.00). CDCRX was incepted earlier than FSMAX: CDCRX (13 years) vs FSMAX (14 years). CDCRX (2.89) 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 : 11.97 vs. CDCRX (-6.81). FSMAX return over 5 years is better than : 51.39 vs. CDCRX (9.86).
| CDCRX | FSMAX | CDCRX / FSMAX | |
| Total Expense Ratio | 1.95 | 0.04 | 5,571% |
| Annual Report Gross Expense Ratio | 2.89 | 0.04 | 8,257% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.799 | -1.551 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 37.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -6.81 | 11.97 | -57% |
| Returns for 3 years | -2.07 | 30.47 | -7% |
| Returns for 5 years | 9.86 | 51.39 | 19% |
| Returns for 10 years | -22.30 | 69.53 | -32% |
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