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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
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CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Jun 04, 2026
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 Hold and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. CDIVX (25.9M). FSMAX pays higher dividends than CDIVX: FSMAX (0.50) vs CDIVX (0.00). CDIVX was incepted earlier than FSMAX: CDIVX (13 years) vs FSMAX (15 years). CDIVX (1.77) is less costly to investors than FSMAX (0.04). CDIVX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (23.00). 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 : 30.08 vs. CDIVX (3.39). FSMAX return over 5 years is better than : 37.47 vs. CDIVX (-6.51).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.77 | 0.04 | 5,057% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.508 | 14.890 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9M | 42.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 3.39 | 30.08 | 11% |
| Returns for 3 years | 8.73 | 73.38 | 12% |
| Returns for 5 years | -6.51 | 37.47 | -17% |
| Returns for 10 years | 6.23 | 143.95 | 4% |
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