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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.46
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets165.13M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
CSMDX vs FTHFX Comparison Chart in %
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CSMDX vs. FTHFX commentary
Aug 10, 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 FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. CSMDX (165M). FTHFX pays higher dividends than CSMDX: FTHFX (0.74) vs CSMDX (0.55). CSMDX was incepted earlier than FTHFX: CSMDX (8 years) vs FTHFX (14 years). CSMDX (1.34) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CSMDX (24.00). CSMDX has a lower initial minimum investment than FTHFX: CSMDX (5000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 4.89 vs. CSMDX (-0.26). FTHFX return over 5 years is better than : 86.93 vs. CSMDX (30.22).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.63 | 151% |
| Annual Report Gross Expense Ratio | 1.34 | 0.63 | 213% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 0.914 | 4.535 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 10.7B | 2% |
| Annual Yield % from dividends | 0.55 | 0.74 | 74% |
| Returns for 1 year | -0.26 | 4.89 | -5% |
| Returns for 3 years | 12.24 | 41.50 | 29% |
| Returns for 5 years | 30.22 | 86.93 | 35% |
| Returns for 10 years | N/A | 151.47 | - |
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