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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.72
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets30.29M
Fidelity Extended Market Index
Price$97.95
Change-$0.72 (-0.73%)
VolumeN/A
Net Assets39.63B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. CDIVX (30.3M). FSMAX pays higher dividends than CDIVX: FSMAX (0.46) 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 : 15.48 vs. CDIVX (-6.66). FSMAX return over 5 years is better than : 53.91 vs. CDIVX (18.66).
| 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 | 6.302 | 8.572 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 39.6B | 0% |
| Annual Yield % from dividends | 0.26 | 0.46 | 57% |
| Returns for 1 year | -6.66 | 15.48 | -43% |
| Returns for 3 years | 8.70 | 46.63 | 19% |
| Returns for 5 years | 18.66 | 53.91 | 35% |
| Returns for 10 years | -5.41 | 98.43 | -5% |
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