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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.77
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.01M
Fidelity Extended Market Index
Price$100.73
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets41.05B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Sep 18, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CDIVX (30M). FSMAX pays higher dividends than CDIVX: FSMAX (0.44) vs CDIVX (0.26). CDIVX was incepted earlier than FSMAX: CDIVX (13 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 : 18.16 vs. CDIVX (-7.35). FSMAX return over 5 years is better than : 60.51 vs. CDIVX (20.70).
| 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 | 13 years | 14 years | - |
| Gain YTD | 5.970 | 10.838 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 41B | 0% |
| Annual Yield % from dividends | 0.26 | 0.44 | 58% |
| Returns for 1 year | -7.35 | 18.16 | -40% |
| Returns for 3 years | 12.48 | 57.15 | 22% |
| Returns for 5 years | 20.70 | 60.51 | 34% |
| Returns for 10 years | -4.01 | 103.14 | -4% |
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