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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.42
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.43M
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
CDGRX vs FSMAX Comparison Chart
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CDGRX vs. FSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. CDGRX (30.4M). FSMAX pays higher dividends than CDGRX: FSMAX (0.50) vs CDGRX (0.11). CDGRX was incepted earlier than FSMAX: CDGRX (14 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 : 11.51 vs. CDGRX (-5.30). FSMAX return over 5 years is better than : 51.40 vs. CDGRX (16.78).
| 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 | 14 years | 14 years | - |
| Gain YTD | 1.222 | -1.540 | -79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 37.6B | 0% |
| Annual Yield % from dividends | 0.11 | 0.50 | 23% |
| Returns for 1 year | -5.30 | 11.51 | -46% |
| Returns for 3 years | 2.78 | 32.40 | 9% |
| Returns for 5 years | 16.78 | 51.40 | 33% |
| Returns for 10 years | -13.71 | 69.19 | -20% |
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