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CSDGX vs FTHFX
CSDGX vs FTHFX Comparison
Open Charts CSDGX vs FTHFX
Copeland SMID Cap Dividend Growth A
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets174.43M
FullerThaler Behavioral Sm-Cp Eq R6
Price$42.34
Change-$0.81 (-1.88%)
VolumeN/A
Net Assets9.76B
CSDGX vs FTHFX Comparison Chart
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CSDGX vs. FTHFX commentary
Mar 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 CSDGX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.76B vs. CSDGX (174M). FTHFX pays higher dividends than CSDGX: FTHFX (0.78) vs CSDGX (0.37). 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). CSDGX annual gain was more profitable for investors over the last year : -3.42 vs. FTHFX (-4.15). FTHFX return over 5 years is better than : 108.72 vs. CSDGX (46.33).
| 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 | -1.972 | -4.998 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 9.76B | 2% |
| Annual Yield % from dividends | 0.37 | 0.78 | 48% |
| Returns for 1 year | -3.42 | -4.15 | 82% |
| Returns for 3 years | 6.30 | 28.26 | 22% |
| Returns for 5 years | 46.33 | 108.72 | 43% |
| Returns for 10 years | N/A | 93.93 | - |
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