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CSDGX vs FSSNX
CSDGX vs FSSNX Comparison
Open Charts CSDGX vs FSSNX
Copeland SMID Cap Dividend Growth A
Price$14.57
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets154.17M
Fidelity Small Cap Index
Price$25.27
Change+$0.46 (+1.85%)
VolumeN/A
Net Assets23.69B
CSDGX vs FSSNX Comparison Chart
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CSDGX vs. FSSNX commentary
May 09, 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 CSDGX is a StrongBuy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. CSDGX (154M). FSSNX pays higher dividends than CSDGX: FSSNX (1.16) vs CSDGX (0.40). CSDGX was incepted earlier than FSSNX: CSDGX (6 years) vs FSSNX (14 years). CSDGX (1.55) is less costly to investors than FSSNX (0.03). CSDGX is a more actively managed with annual turnover of: 24.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than CSDGX: FSSNX (0) vs CSDGX (5000). FSSNX annual gain was more profitable for investors over the last year : -1.73 vs. CSDGX (-6.49). FSSNX return over 5 years is better than : 56.34 vs. CSDGX (36.22).
| CSDGX | FSSNX | CSDGX / FSSNX | |
| Total Expense Ratio | 1.20 | 0.03 | 4,800% |
| Annual Report Gross Expense Ratio | 1.55 | 0.03 | 6,200% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -5.523 | -10.368 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 23.7B | 1% |
| Annual Yield % from dividends | 0.40 | 1.16 | 34% |
| Returns for 1 year | -6.49 | -1.73 | 375% |
| Returns for 3 years | 9.55 | 18.54 | 51% |
| Returns for 5 years | 36.22 | 56.34 | 64% |
| Returns for 10 years | N/A | 57.12 | - |
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