Ad is loading...
CSMDX vs FSSNX
CSMDX vs FSSNX Comparison
Open Charts CSMDX vs FSSNX
Copeland SMID Cap Dividend Growth I
Price$15.35
Change-$0.59 (-3.70%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
CSMDX vs FSSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. FSSNX commentary
Dec 19, 2024
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 Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. CSMDX (188M). 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 : 19.49 vs. CSMDX (7.52). FSSNX return over 5 years is better than : 46.38 vs. CSMDX (30.44).
| 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 | 5.611 | 16.770 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 29.5B | 1% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | 7.52 | 19.49 | 39% |
| Returns for 3 years | 8.52 | 12.65 | 67% |
| Returns for 5 years | 30.44 | 46.38 | 66% |
| Returns for 10 years | N/A | 90.42 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...