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CSDGX vs FTHFX
CSDGX vs FTHFX Comparison
Open Charts CSDGX vs FTHFX
Copeland SMID Cap Dividend Growth A
Price$14.57
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets154.17M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
CSDGX vs FTHFX Comparison Chart
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CSDGX vs. FTHFX 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 FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. CSDGX (154M). FTHFX pays higher dividends than CSDGX: FTHFX (0.82) vs CSDGX (0.40). CSDGX was incepted earlier than FTHFX: CSDGX (6 years) vs FTHFX (14 years). CSDGX (1.55) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CSDGX (24.00). CSDGX has a lower initial minimum investment than FTHFX: CSDGX (5000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.34 vs. CSDGX (-6.49). FTHFX return over 5 years is better than : 97.33 vs. CSDGX (36.22).
| CSDGX | FTHFX | CSDGX / FTHFX | |
| Total Expense Ratio | 1.20 | 0.63 | 190% |
| Annual Report Gross Expense Ratio | 1.55 | 0.63 | 246% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -5.523 | -5.658 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 9.7B | 2% |
| Annual Yield % from dividends | 0.40 | 0.82 | 48% |
| Returns for 1 year | -6.49 | -5.34 | 122% |
| Returns for 3 years | 9.55 | 33.91 | 28% |
| Returns for 5 years | 36.22 | 97.33 | 37% |
| Returns for 10 years | N/A | 127.18 | - |
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