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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.28
Change-$0.37 (-3.18%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
Dec 19, 2024
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: 44.5B vs. CDCRX (37.8M). FSMAX pays higher dividends than CDCRX: FSMAX (1.10) vs CDCRX (0.00). CDCRX was incepted earlier than FSMAX: CDCRX (13 years) vs FSMAX (13 years). CDCRX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (18.00). 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 : 24.85 vs. CDCRX (-0.51). FSMAX return over 5 years is better than : 54.67 vs. CDCRX (2.10).
| CDCRX | FSMAX | CDCRX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -1.438 | 22.662 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 44.5B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | -0.51 | 24.85 | -2% |
| Returns for 3 years | -7.69 | 15.90 | -48% |
| Returns for 5 years | 2.10 | 54.67 | 4% |
| Returns for 10 years | -20.21 | 88.57 | -23% |
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