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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.73
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets30.01M
Fidelity Extended Market Index
Price$95.57
Change+$1.10 (+1.16%)
VolumeN/A
Net Assets39.17B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CDGRX (30M). FSMAX pays higher dividends than CDGRX: FSMAX (0.47) 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 : 11.27 vs. CDGRX (-9.18). FSMAX return over 5 years is better than : 57.86 vs. CDGRX (18.91).
| 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 | 2.687 | 3.950 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 39.2B | 0% |
| Annual Yield % from dividends | 0.11 | 0.47 | 23% |
| Returns for 1 year | -9.18 | 11.27 | -81% |
| Returns for 3 years | 10.99 | 52.72 | 21% |
| Returns for 5 years | 18.91 | 57.86 | 33% |
| Returns for 10 years | -13.63 | 78.23 | -17% |
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