CDIVX
Price
$11.65
Change
+$0.12 (+1.04%)
Updated
Apr 2 closing price
Net Assets
31.07M
FSMAX
Price
$84.65
Change
+$1.43 (+1.72%)
Updated
Apr 2 closing price
Net Assets
36.55B
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CDIVX vs FSMAX

Header iconCDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAXBanner chart's image
Copeland Dividend Growth Fund
Price$11.65
Change+$0.12 (+1.04%)
VolumeN/A
Net Assets31.07M
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
CDIVX vs FSMAX Comparison Chart
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CDIVX vs. FSMAX commentary
Apr 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. CDIVX (31.1M). FSMAX pays higher dividends than CDIVX: FSMAX (0.53) vs CDIVX (0.28). CDIVX was incepted earlier than FSMAX: CDIVX (12 years) vs FSMAX (14 years). CDIVX (1.75) 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 : 2.49 vs. CDIVX (-12.20). FSMAX return over 5 years is better than : 102.79 vs. CDIVX (25.48).
CDIVXFSMAXCDIVX / FSMAX
Total Expense Ratio1.050.043,000%
Annual Report Gross Expense Ratio1.750.045,000%
Fund Existence12 years14 years-
Gain YTD-4.726-8.42956%
Front LoadN/AN/A-
Min. Initial Investment250000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1M36.5B0%
Annual Yield % from dividends0.280.5353%
Returns for 1 year-12.202.49-489%
Returns for 3 years-10.157.51-135%
Returns for 5 years25.48102.7925%
Returns for 10 years-20.9155.37-38%
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