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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.61
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets30.27M
Fidelity Extended Market Index
Price$95.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets39.17B
CDCRX vs FSMAX Comparison Chart in %
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CDCRX vs. FSMAX commentary
Jul 19, 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 StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CDCRX (30.3M). FSMAX pays higher dividends than CDCRX: FSMAX (0.47) vs CDCRX (0.00). CDCRX was incepted earlier than FSMAX: CDCRX (14 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 : 12.57 vs. CDCRX (-9.98). FSMAX return over 5 years is better than : 59.70 vs. CDCRX (13.02).
| 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 | 14 years | 14 years | - |
| Gain YTD | 3.194 | 5.161 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 39.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | -9.98 | 12.57 | -79% |
| Returns for 3 years | 7.78 | 54.50 | 14% |
| Returns for 5 years | 13.02 | 59.70 | 22% |
| Returns for 10 years | -21.47 | 80.30 | -27% |
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