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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.61
Change-$0.16 (-1.01%)
VolumeN/A
Net Assets164.42M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.28B
CSMDX vs FTHFX Comparison Chart in %
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CSMDX vs. FTHFX commentary
Oct 08, 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 FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. CSMDX (164M). FTHFX pays higher dividends than CSMDX: FTHFX (0.69) vs CSMDX (0.54). CSMDX was incepted earlier than FTHFX: CSMDX (9 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 : 3.35 vs. CSMDX (-2.16). FTHFX return over 5 years is better than : 99.10 vs. CSMDX (31.87).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.63 | 151% |
| Annual Report Gross Expense Ratio | 1.34 | 0.63 | 213% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.937 | 10.964 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 11.3B | 1% |
| Annual Yield % from dividends | 0.54 | 0.69 | 77% |
| Returns for 1 year | -2.16 | 3.35 | -64% |
| Returns for 3 years | 26.66 | 59.30 | 45% |
| Returns for 5 years | 31.87 | 99.10 | 32% |
| Returns for 10 years | N/A | 174.12 | - |
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