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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
Jun 21, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. CDGRX (25.5M). FSMAX pays higher dividends than CDGRX: FSMAX (0.50) vs CDGRX (0.00). CDGRX was incepted earlier than FSMAX: CDGRX (15 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 : 30.22 vs. CDGRX (3.72). FSMAX return over 5 years is better than : 38.58 vs. CDGRX (-4.90).
| 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 | 15 years | 15 years | - |
| Gain YTD | 5.000 | 15.556 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 42.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 3.72 | 30.22 | 12% |
| Returns for 3 years | 5.99 | 67.14 | 9% |
| Returns for 5 years | -4.90 | 38.58 | -13% |
| Returns for 10 years | 6.21 | 146.90 | 4% |
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