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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 25, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. CDIVX (25.1M). 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 : 26.30 vs. CDIVX (0.89). FSMAX return over 5 years is better than : 31.97 vs. CDIVX (-8.71).
| 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 | 3.923 | 14.483 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1M | 42.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 0.89 | 26.30 | 3% |
| Returns for 3 years | 7.38 | 72.41 | 10% |
| Returns for 5 years | -8.71 | 31.97 | -27% |
| Returns for 10 years | 5.38 | 151.40 | 4% |
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