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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.29
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets30.22M
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
CDIVX vs FSMAX Comparison Chart
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CDIVX vs. FSMAX commentary
Jun 07, 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: 37.6B vs. CDIVX (30.2M). FSMAX pays higher dividends than CDIVX: FSMAX (0.50) vs CDIVX (0.27). 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 : 11.97 vs. CDIVX (-5.25). FSMAX return over 5 years is better than : 51.39 vs. CDIVX (16.95).
| 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 | 1.161 | -1.551 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 37.6B | 0% |
| Annual Yield % from dividends | 0.27 | 0.50 | 54% |
| Returns for 1 year | -5.25 | 11.97 | -44% |
| Returns for 3 years | 1.91 | 30.47 | 6% |
| Returns for 5 years | 16.95 | 51.39 | 33% |
| Returns for 10 years | -13.69 | 69.53 | -20% |
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