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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$13.07
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets29.68M
Fidelity Extended Market Index
Price$102.18
Change-$0.38 (-0.37%)
VolumeN/A
Net Assets41.05B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Sep 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CDGRX (29.7M). 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 (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 : 18.30 vs. CDGRX (-7.61). FSMAX return over 5 years is better than : 68.97 vs. CDGRX (22.74).
| 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 | 6.189 | 12.434 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 41B | 0% |
| Annual Yield % from dividends | 0.11 | 0.44 | 24% |
| Returns for 1 year | -7.61 | 18.30 | -42% |
| Returns for 3 years | 19.03 | 71.45 | 27% |
| Returns for 5 years | 22.74 | 68.97 | 33% |
| Returns for 10 years | -2.92 | 113.03 | -3% |
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