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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.34
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets28.61M
Fidelity Extended Market Index
Price$79.49
Change+$1.44 (+1.84%)
VolumeN/A
Net Assets36.55B
CDGRX vs FSMAX Comparison Chart
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CDGRX vs. FSMAX commentary
Apr 24, 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: 36.5B vs. CDGRX (28.6M). 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 : -1.02 vs. CDGRX (-12.54). FSMAX return over 5 years is better than : 63.03 vs. CDGRX (12.43).
| CDGRX | FSMAX | CDGRX / FSMAX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,429% |
| Annual Report Gross Expense Ratio | 1.95 | 0.04 | 5,571% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -8.795 | -14.118 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 36.5B | 0% |
| Annual Yield % from dividends | 0.12 | 0.53 | 22% |
| Returns for 1 year | -12.54 | -1.02 | 1,224% |
| Returns for 3 years | -9.25 | 10.08 | -92% |
| Returns for 5 years | 12.43 | 63.03 | 20% |
| Returns for 10 years | -24.29 | 45.70 | -53% |
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