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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.45
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets36.31M
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. CDCRX (36.3M). 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 : 26.14 vs. CDCRX (-1.55). FSMAX return over 5 years is better than : 48.39 vs. CDCRX (-3.94).
| 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 | 1.597 | 3.994 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 40.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | -1.55 | 26.14 | -6% |
| Returns for 3 years | -7.51 | 21.40 | -35% |
| Returns for 5 years | -3.94 | 48.39 | -8% |
| Returns for 10 years | -21.03 | 90.18 | -23% |