Ad is loading...
CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets33.62M
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
CDGRX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX 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 CDGRX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. CDGRX (33.6M). FSMAX pays higher dividends than CDGRX: FSMAX (1.10) vs CDGRX (0.18). CDGRX was incepted earlier than FSMAX: CDGRX (14 years) vs FSMAX (13 years). CDGRX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (18.00). 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 : 15.39 vs. CDGRX (-7.09). FSMAX return over 5 years is better than : 41.45 vs. CDGRX (-1.89).
| CDGRX | FSMAX | CDGRX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -1.140 | 0.341 | -334% |
| 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 | 0.18 | 1.10 | 16% |
| Returns for 1 year | -7.09 | 15.39 | -46% |
| Returns for 3 years | -1.94 | 24.35 | -8% |
| Returns for 5 years | -1.89 | 41.45 | -5% |
| Returns for 10 years | -19.00 | 72.15 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers