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CSDGX vs FTHFX
CSDGX vs FTHFX Comparison
Open Charts CSDGX vs FTHFX
Copeland SMID Cap Dividend Growth A
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets148.49M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.2B
CSDGX vs FTHFX Comparison Chart
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CSDGX vs. FTHFX commentary
Apr 19, 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: 9.2B vs. CSDGX (148M). FTHFX pays higher dividends than CSDGX: FTHFX (0.82) vs CSDGX (0.39). CSDGX was incepted earlier than FTHFX: CSDGX (6 years) vs FTHFX (14 years). CSDGX (1.81) 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 : -6.54 vs. CSDGX (-7.93). FTHFX return over 5 years is better than : 94.67 vs. CSDGX (34.53).
| CSDGX | FTHFX | CSDGX / FTHFX | |
| Total Expense Ratio | 1.20 | 0.63 | 190% |
| Annual Report Gross Expense Ratio | 1.81 | 0.63 | 287% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -10.651 | -11.184 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 9.2B | 2% |
| Annual Yield % from dividends | 0.39 | 0.82 | 47% |
| Returns for 1 year | -7.93 | -6.54 | 121% |
| Returns for 3 years | -3.65 | 20.67 | -18% |
| Returns for 5 years | 34.53 | 94.67 | 36% |
| Returns for 10 years | N/A | 78.03 | - |
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