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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.48
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets36.32M
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
CDGRX vs FSMAX Comparison Chart
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CDGRX vs. FSMAX commentary
Jan 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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. CDGRX (36.3M). 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 : 26.14 vs. CDGRX (0.19). FSMAX return over 5 years is better than : 48.39 vs. CDGRX (2.00).
| 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 | 1.629 | 3.994 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 40.8B | 0% |
| Annual Yield % from dividends | 0.18 | 1.10 | 16% |
| Returns for 1 year | 0.19 | 26.14 | 1% |
| Returns for 3 years | -3.88 | 21.40 | -18% |
| Returns for 5 years | 2.00 | 48.39 | 4% |
| Returns for 10 years | -12.36 | 90.18 | -14% |
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