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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$14.77
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets153.11M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.71
Change-$0.20 (-0.46%)
VolumeN/A
Net Assets9.97B
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX commentary
May 24, 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 StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.97B vs. CSMDX (153M). FTHFX pays higher dividends than CSMDX: FTHFX (0.82) vs CSMDX (0.59). 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 (-3.08) and CSMDX (-3.15) have marching annual gain over last year. FTHFX return over 5 years is better than : 100.16 vs. CSMDX (40.06).
| 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 | -3.198 | -3.325 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 9.97B | 2% |
| Annual Yield % from dividends | 0.59 | 0.82 | 72% |
| Returns for 1 year | -3.15 | -3.08 | 102% |
| Returns for 3 years | 12.93 | 37.77 | 34% |
| Returns for 5 years | 40.06 | 100.16 | 40% |
| Returns for 10 years | N/A | 133.14 | - |
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