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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$13.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets28.89M
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Oct 18, 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: 41.4B vs. CDGRX (28.9M). FSMAX pays higher dividends than CDGRX: FSMAX (0.44) 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 (15.00). 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 : 12.97 vs. CDGRX (-9.95). FSMAX return over 5 years is better than : 49.17 vs. CDGRX (15.20).
| 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 | 6.433 | 11.103 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 41.4B | 0% |
| Annual Yield % from dividends | 0.11 | 0.44 | 25% |
| Returns for 1 year | -9.95 | 12.97 | -77% |
| Returns for 3 years | 17.29 | 63.92 | 27% |
| Returns for 5 years | 15.20 | 49.17 | 31% |
| Returns for 10 years | -2.98 | 104.19 | -3% |
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