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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.17M
Fidelity Extended Market Index
Price$92.17
Change+$1.25 (+1.37%)
VolumeN/A
Net Assets37.61B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Jun 27, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. CDGRX (30.2M). FSMAX pays higher dividends than CDGRX: FSMAX (0.50) vs CDGRX (0.11). CDGRX was incepted earlier than FSMAX: CDGRX (15 years) vs FSMAX (14 years). CDGRX (2.13) 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 : 14.57 vs. CDGRX (-6.00). FSMAX return over 5 years is better than : 64.38 vs. CDGRX (21.79).
| CDGRX | FSMAX | CDGRX / FSMAX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,429% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 6,086% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 1.547 | 0.044 | 3,515% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 37.6B | 0% |
| Annual Yield % from dividends | 0.11 | 0.50 | 23% |
| Returns for 1 year | -6.00 | 14.57 | -41% |
| Returns for 3 years | 8.62 | 43.69 | 20% |
| Returns for 5 years | 21.79 | 64.38 | 34% |
| Returns for 10 years | -12.13 | 73.79 | -16% |