Ad is loading...
CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.42
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets36.2M
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
CDIVX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDIVX vs. FSMAX commentary
Jan 31, 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 CDIVX is a Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. CDIVX (36.2M). FSMAX pays higher dividends than CDIVX: FSMAX (1.10) vs CDIVX (0.35). CDIVX was incepted earlier than FSMAX: CDIVX (12 years) vs FSMAX (13 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than CDIVX: FSMAX (0) vs CDIVX (25000). FSMAX annual gain was more profitable for investors over the last year : 25.28 vs. CDIVX (-0.23). FSMAX return over 5 years is better than : 54.34 vs. CDIVX (5.51).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 2.073 | 4.533 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 40.8B | 0% |
| Annual Yield % from dividends | 0.35 | 1.10 | 32% |
| Returns for 1 year | -0.23 | 25.28 | -1% |
| Returns for 3 years | -1.70 | 24.87 | -7% |
| Returns for 5 years | 5.51 | 54.34 | 10% |
| Returns for 10 years | -11.96 | 89.07 | -13% |
View a ticker or compare two or three
VS
VS
Ad is loading...