CDCRX
Price
$11.99
Change
-$0.08 (-0.66%)
Updated
Oct 7 closing price
Net Assets
29.73M
FXAIX
Price
$233.25
Change
-$0.89 (-0.38%)
Updated
Oct 7 closing price
Net Assets
722.95B
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CDCRX vs FXAIX

Header iconCDCRX vs FXAIX Comparison
Open Charts CDCRX vs FXAIXBanner chart's image
Copeland Dividend Growth Fund
Price$11.99
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets29.73M
Fidelity 500 Index
Price$233.25
Change-$0.89 (-0.38%)
VolumeN/A
Net Assets722.95B
CDCRX vs FXAIX Comparison Chart in %
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CDCRX vs. FXAIX commentary
Oct 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 Hold and FXAIX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. CDCRX (29.7M). FXAIX pays higher dividends than CDCRX: FXAIX (1.12) vs CDCRX (0.00). CDCRX was incepted earlier than FXAIX: CDCRX (14 years) vs FXAIX (14 years). CDCRX (2.89) is less costly to investors than FXAIX (0.01). CDCRX is a more actively managed with annual turnover of: 32.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than CDCRX: FXAIX (0) vs CDCRX (1000). FXAIX annual gain was more profitable for investors over the last year : 19.85 vs. CDCRX (-7.72). FXAIX return over 5 years is better than : 110.49 vs. CDCRX (11.14).
CDCRXFXAIXCDCRX / FXAIX
Total Expense Ratio1.950.0113,000%
Annual Report Gross Expense Ratio2.890.0119,267%
Fund Existence14 years14 years-
Gain YTD7.09815.71045%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.7M723B0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-7.7219.85-39%
Returns for 3 years16.0693.4717%
Returns for 5 years11.14110.4910%
Returns for 10 years-11.32268.48-4%
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