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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.91
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets29.18M
Fidelity Extended Market Index
Price$102.62
Change+$0.55 (+0.54%)
VolumeN/A
Net Assets41.44B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Oct 16, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. CDIVX (29.2M). FSMAX pays higher dividends than CDIVX: FSMAX (0.44) vs CDIVX (0.26). CDIVX was incepted earlier than FSMAX: CDIVX (13 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 (15.00). 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 : 15.38 vs. CDIVX (-8.80). FSMAX return over 5 years is better than : 50.79 vs. CDIVX (15.84).
| 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 | 13 years | 14 years | - |
| Gain YTD | 6.882 | 12.313 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.2M | 41.4B | 0% |
| Annual Yield % from dividends | 0.26 | 0.44 | 59% |
| Returns for 1 year | -8.80 | 15.38 | -57% |
| Returns for 3 years | 22.47 | 73.67 | 30% |
| Returns for 5 years | 15.84 | 50.79 | 31% |
| Returns for 10 years | -2.56 | 106.34 | -2% |
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