Interact to see
Advertisement
Advertisement
CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.73
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets26.57M
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
CDCRX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDCRX vs. FSMAX commentary
Nov 20, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. CDCRX (26.6M). FSMAX pays higher dividends than CDCRX: FSMAX (0.43) 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 (15.00). 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 : 3.62 vs. CDCRX (-12.06). FSMAX return over 5 years is better than : 33.53 vs. CDCRX (3.00).
| 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 | 3.549 | 6.492 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 41.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -12.06 | 3.62 | -333% |
| Returns for 3 years | 2.55 | 49.92 | 5% |
| Returns for 5 years | 3.00 | 33.53 | 9% |
| Returns for 10 years | -12.85 | 94.09 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement