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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
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CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Sep 12, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CDGRX (24.4M). FSMAX pays higher dividends than CDGRX: FSMAX (0.49) vs CDGRX (0.00). CDGRX was incepted earlier than FSMAX: CDGRX (16 years) vs FSMAX (15 years). CDGRX (1.93) is less costly to investors than FSMAX (0.04). CDGRX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (23.00). 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 : 13.05 vs. CDGRX (-2.89). FSMAX return over 5 years is better than : 32.77 vs. CDGRX (-10.39).
| CDGRX | FSMAX | CDGRX / FSMAX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,429% |
| Annual Report Gross Expense Ratio | 1.93 | 0.04 | 5,514% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 4.672 | 13.370 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 40.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -2.89 | 13.05 | -22% |
| Returns for 3 years | 5.25 | 63.92 | 8% |
| Returns for 5 years | -10.39 | 32.77 | -32% |
| Returns for 10 years | 8.78 | 133.42 | 7% |
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