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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.28
Change-$0.41 (-3.23%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
CDGRX vs FSMAX Comparison Chart
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CDGRX vs. FSMAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. CDGRX (37.8M). 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 : 24.85 vs. CDGRX (1.23). FSMAX return over 5 years is better than : 54.67 vs. CDGRX (8.36).
| 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 | 0.266 | 22.662 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 44.5B | 0% |
| Annual Yield % from dividends | 0.18 | 1.10 | 16% |
| Returns for 1 year | 1.23 | 24.85 | 5% |
| Returns for 3 years | -4.02 | 15.90 | -25% |
| Returns for 5 years | 8.36 | 54.67 | 15% |
| Returns for 10 years | -11.43 | 88.57 | -13% |
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