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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$10.99
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets29.81M
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
May 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. CDCRX (29.8M). FSMAX pays higher dividends than CDCRX: FSMAX (0.54) 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 : 3.90 vs. CDCRX (-10.57). FSMAX return over 5 years is better than : 60.52 vs. CDCRX (10.99).
| 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 | -3.194 | -7.989 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -10.57 | 3.90 | -271% |
| Returns for 3 years | -0.46 | 32.38 | -1% |
| Returns for 5 years | 10.99 | 60.52 | 18% |
| Returns for 10 years | -26.08 | 59.20 | -44% |
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