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CDIVX vs FXAIX
CDIVX vs FXAIX Comparison
Open Charts CDIVX vs FXAIX
Copeland Dividend Growth Fund
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.8M
CDIVX vs FXAIX Comparison Chart
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CDIVX vs. FXAIX commentary
May 11, 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 FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. CDIVX (29.8M). FXAIX pays higher dividends than CDIVX: FXAIX (1.34) vs CDIVX (0.28). CDIVX was incepted earlier than FXAIX: CDIVX (12 years) vs FXAIX (14 years). CDIVX (1.99) is less costly to investors than FXAIX (0.01). CDIVX is a more actively managed with annual turnover of: 32.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than CDIVX: FXAIX (0) vs CDIVX (25000). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. CDIVX (-9.49). FXAIX return over 5 years is better than : 108.40 vs. CDIVX (19.06).
| CDIVX | FXAIX | CDIVX / FXAIX | |
| Total Expense Ratio | 1.05 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 1.99 | 0.01 | 13,267% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -2.239 | -3.366 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 594B | 0% |
| Annual Yield % from dividends | 0.28 | 1.34 | 21% |
| Returns for 1 year | -9.49 | 9.99 | -95% |
| Returns for 3 years | 4.49 | 48.07 | 9% |
| Returns for 5 years | 19.06 | 108.40 | 18% |
| Returns for 10 years | -17.04 | 194.80 | -9% |
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