CDGRX
Price
$11.87
Change
+$0.13 (+1.11%)
Updated
Apr 2 closing price
Net Assets
31.07M
FSMAX
Price
$84.65
Change
+$1.43 (+1.72%)
Updated
Apr 2 closing price
Net Assets
36.55B
Ad is loading...

CDGRX vs FSMAX

Header iconCDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAXBanner chart's image
Copeland Dividend Growth Fund
Price$11.87
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets31.07M
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
CDGRX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CDGRX vs. FSMAX commentary
Apr 03, 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 CDGRX is a Buy and FSMAX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. CDGRX (31.1M). FSMAX pays higher dividends than CDGRX: FSMAX (0.53) vs CDGRX (0.12). CDGRX was incepted earlier than FSMAX: CDGRX (14 years) vs FSMAX (14 years). CDGRX (1.95) is less costly to investors than FSMAX (0.04). CDGRX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than CDGRX: FSMAX (0) vs CDGRX (1000). FSMAX annual gain was more profitable for investors over the last year : 2.49 vs. CDGRX (-10.76). FSMAX return over 5 years is better than : 102.79 vs. CDGRX (26.78).
CDGRXFSMAXCDGRX / FSMAX
Total Expense Ratio1.200.043,429%
Annual Report Gross Expense Ratio1.950.045,571%
Fund Existence14 years14 years-
Gain YTD-4.397-8.42952%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1M36.5B0%
Annual Yield % from dividends0.120.5322%
Returns for 1 year-10.762.49-432%
Returns for 3 years-9.937.51-132%
Returns for 5 years26.78102.7926%
Returns for 10 years-20.6955.37-37%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
WCBR27.820.32
+1.16%
WisdomTree Cybersecurity ETF
EFAX43.160.14
+0.34%
SPDR® MSCI EAFE Fssl Ful Free RsrvETF
JPST50.45N/A
N/A
JPMorgan Ultra-Short Income ETF
TWIO9.06N/A
N/A
Trajan Wealth Income Opportunities ETF
BNDW68.77-0.04
-0.06%
Vanguard Total World Bond ETF