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CSMDX vs FSSNX
CSMDX vs FSSNX Comparison
Open Charts CSMDX vs FSSNX
Copeland SMID Cap Dividend Growth I
Price$15.28
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets161.39M
Fidelity Small Cap Index
Price$26.70
Change-$0.31 (-1.15%)
VolumeN/A
Net Assets24.88B
CSMDX vs FSSNX Comparison Chart in %
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CSMDX vs. FSSNX commentary
Jun 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. CSMDX (161M). FSSNX pays higher dividends than CSMDX: FSSNX (1.10) vs CSMDX (0.56). CSMDX was incepted earlier than FSSNX: CSMDX (8 years) vs FSSNX (14 years). CSMDX (1.34) is less costly to investors than FSSNX (0.03). CSMDX is a more actively managed with annual turnover of: 24.00 vs. FSSNX (9.00). 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 : 8.47 vs. CSMDX (1.23). FSSNX return over 5 years is better than : 63.80 vs. CSMDX (43.90).
| CSMDX | FSSNX | CSMDX / FSSNX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,800% |
| Annual Report Gross Expense Ratio | 1.34 | 0.03 | 5,360% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 0.457 | -2.421 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 24.9B | 1% |
| Annual Yield % from dividends | 0.56 | 1.10 | 51% |
| Returns for 1 year | 1.23 | 8.47 | 15% |
| Returns for 3 years | 18.96 | 28.52 | 66% |
| Returns for 5 years | 43.90 | 63.80 | 69% |
| Returns for 10 years | N/A | 66.46 | - |
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