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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.90
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets30.05M
Fidelity Extended Market Index
Price$99.12
Change+$0.54 (+0.55%)
VolumeN/A
Net Assets39.63B
CDCRX vs FSMAX Comparison Chart in %
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CDCRX vs. FSMAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. CDCRX (30.1M). FSMAX pays higher dividends than CDCRX: FSMAX (0.46) 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 : 16.07 vs. CDCRX (-8.78). FSMAX return over 5 years is better than : 51.94 vs. CDCRX (10.23).
| 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 | 5.146 | 8.473 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 39.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -8.78 | 16.07 | -55% |
| Returns for 3 years | 3.95 | 46.49 | 8% |
| Returns for 5 years | 10.23 | 51.94 | 20% |
| Returns for 10 years | -15.30 | 98.25 | -16% |
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