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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$13.80
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets147.4M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. CSMDX (147M). FTHFX pays higher dividends than CSMDX: FTHFX (0.82) vs CSMDX (0.58). CSMDX was incepted earlier than FTHFX: CSMDX (8 years) vs FTHFX (14 years). CSMDX (1.62) 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 : -6.85 vs. CSMDX (-7.71). FTHFX return over 5 years is better than : 95.40 vs. CSMDX (36.25).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.63 | 151% |
| Annual Report Gross Expense Ratio | 1.62 | 0.63 | 257% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -10.640 | -10.854 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 9.14B | 2% |
| Annual Yield % from dividends | 0.58 | 0.82 | 71% |
| Returns for 1 year | -7.71 | -6.85 | 113% |
| Returns for 3 years | -2.94 | 21.05 | -14% |
| Returns for 5 years | 36.25 | 95.40 | 38% |
| Returns for 10 years | N/A | 80.32 | - |
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