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CSMDX vs FSSNX
CSMDX vs FSSNX Comparison
Open Charts CSMDX vs FSSNX
Copeland SMID Cap Dividend Growth I
Price$15.71
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets184.61M
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
CSMDX vs FSSNX Comparison Chart
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CSMDX vs. FSSNX commentary
Jan 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 CSMDX is a Buy and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. CSMDX (185M). FSSNX pays higher dividends than CSMDX: FSSNX (1.36) vs CSMDX (0.76). CSMDX was incepted earlier than FSSNX: CSMDX (8 years) vs FSSNX (13 years). FSSNX is a more actively managed with annual turnover of: 9.00 vs. CSMDX (0.02). FSSNX has a lower initial minimum investment than CSMDX: FSSNX (0) vs CSMDX (5000). FSSNX annual gain was more profitable for investors over the last year : 20.08 vs. CSMDX (6.69). FSSNX return over 5 years is better than : 40.02 vs. CSMDX (25.01).
| CSMDX | FSSNX | CSMDX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.546 | 2.095 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 27.1B | 1% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | 6.69 | 20.08 | 33% |
| Returns for 3 years | 7.66 | 13.99 | 55% |
| Returns for 5 years | 25.01 | 40.02 | 62% |
| Returns for 10 years | N/A | 89.83 | - |