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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.13
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets33.62M
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
CDCRX vs FSMAX Comparison Chart
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CDCRX vs. FSMAX commentary
Feb 23, 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: 41.9B vs. CDCRX (33.6M). 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 : 15.39 vs. CDCRX (-8.70). FSMAX return over 5 years is better than : 41.45 vs. CDCRX (-7.63).
| 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 | -1.242 | 0.341 | -364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 41.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | -8.70 | 15.39 | -56% |
| Returns for 3 years | -5.68 | 24.35 | -23% |
| Returns for 5 years | -7.63 | 41.45 | -18% |
| Returns for 10 years | -27.06 | 72.15 | -38% |
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