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CSMDX vs FSSNX
CSMDX vs FSSNX Comparison
Open Charts CSMDX vs FSSNX
Copeland SMID Cap Dividend Growth I
Price$15.24
Change-$0.29 (-1.87%)
VolumeN/A
Net Assets178.07M
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
CSMDX vs FSSNX Comparison Chart
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CSMDX vs. FSSNX commentary
Feb 23, 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 Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. CSMDX (178M). 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 : 10.61 vs. CSMDX (-0.34). FSSNX return over 5 years is better than : 36.70 vs. CSMDX (20.16).
| 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 | -0.522 | -1.445 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 27.2B | 1% |
| Annual Yield % from dividends | 0.76 | 1.36 | 56% |
| Returns for 1 year | -0.34 | 10.61 | -3% |
| Returns for 3 years | 9.48 | 16.37 | 58% |
| Returns for 5 years | 20.16 | 36.70 | 55% |
| Returns for 10 years | N/A | 73.57 | - |
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