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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.99
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets29.73M
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
CDCRX vs FSMAX Comparison Chart in %
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CDCRX vs. FSMAX commentary
Oct 09, 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: 41.4B vs. CDCRX (29.7M). FSMAX pays higher dividends than CDCRX: FSMAX (0.44) 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 : 19.58 vs. CDCRX (-7.72). FSMAX return over 5 years is better than : 53.17 vs. CDCRX (11.14).
| 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 | 7.098 | 13.072 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 41.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -7.72 | 19.58 | -39% |
| Returns for 3 years | 16.06 | 70.02 | 23% |
| Returns for 5 years | 11.14 | 53.17 | 21% |
| Returns for 10 years | -11.32 | 107.23 | -11% |
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