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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$11.13
Change+$0.13 (+1.18%)
VolumeN/A
Net Assets28.61M
Fidelity Extended Market Index
Price$79.49
Change+$1.44 (+1.84%)
VolumeN/A
Net Assets36.55B
CDIVX vs FSMAX Comparison Chart
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CDIVX vs. FSMAX commentary
Apr 25, 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: 36.5B vs. CDIVX (28.6M). 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 : -1.02 vs. CDIVX (-12.61). FSMAX return over 5 years is better than : 63.03 vs. CDIVX (12.65).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.75 | 0.04 | 5,000% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -8.789 | -14.118 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 36.5B | 0% |
| Annual Yield % from dividends | 0.28 | 0.53 | 53% |
| Returns for 1 year | -12.61 | -1.02 | 1,231% |
| Returns for 3 years | -9.16 | 10.08 | -91% |
| Returns for 5 years | 12.65 | 63.03 | 20% |
| Returns for 10 years | -24.23 | 45.70 | -53% |
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