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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
Aug 23, 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: 40.1B vs. CDIVX (25.3M). 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 : 23.68 vs. CDIVX (2.29). FSMAX return over 5 years is better than : 40.14 vs. CDIVX (-7.77).
| 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 | 7.930 | 16.937 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 40.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 2.29 | 23.68 | 10% |
| Returns for 3 years | 8.99 | 72.74 | 12% |
| Returns for 5 years | -7.77 | 40.14 | -19% |
| Returns for 10 years | 8.65 | 134.49 | 6% |
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