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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.06
Change-$0.40 (-3.21%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
CDIVX vs FSMAX Comparison Chart
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CDIVX vs. FSMAX commentary
Dec 19, 2024
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: 44.5B vs. CDIVX (37.8M). FSMAX pays higher dividends than CDIVX: FSMAX (1.10) vs CDIVX (0.35). CDIVX was incepted earlier than FSMAX: CDIVX (12 years) vs FSMAX (13 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (18.00). 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 : 24.85 vs. CDIVX (1.24). FSMAX return over 5 years is better than : 54.67 vs. CDIVX (8.72).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 0.260 | 22.662 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 44.5B | 0% |
| Annual Yield % from dividends | 0.35 | 1.10 | 32% |
| Returns for 1 year | 1.24 | 24.85 | 5% |
| Returns for 3 years | -3.89 | 15.90 | -24% |
| Returns for 5 years | 8.72 | 54.67 | 16% |
| Returns for 10 years | -11.31 | 88.57 | -13% |
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