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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.59
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets30.89M
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Jul 06, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. CDIVX (30.9M). FSMAX pays higher dividends than CDIVX: FSMAX (0.47) vs CDIVX (0.26). CDIVX was incepted earlier than FSMAX: CDIVX (12 years) vs FSMAX (14 years). CDIVX (1.99) is less costly to investors than FSMAX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (9.00). 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 : 18.61 vs. CDIVX (-4.16). FSMAX return over 5 years is better than : 64.88 vs. CDIVX (23.12).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 5,686% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.395 | 4.632 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 39.2B | 0% |
| Annual Yield % from dividends | 0.26 | 0.47 | 56% |
| Returns for 1 year | -4.16 | 18.61 | -22% |
| Returns for 3 years | 13.06 | 54.62 | 24% |
| Returns for 5 years | 23.12 | 64.88 | 36% |
| Returns for 10 years | -10.39 | 81.19 | -13% |
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