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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.24
Change-$0.29 (-1.87%)
VolumeN/A
Net Assets178.07M
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX 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 FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. CSMDX (178M). FTHFX pays higher dividends than CSMDX: FTHFX (0.95) vs CSMDX (0.76). CSMDX was incepted earlier than FTHFX: CSMDX (8 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. CSMDX (0.02). 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 : 2.86 vs. CSMDX (-0.34). FTHFX return over 5 years is better than : 69.97 vs. CSMDX (20.16).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| 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 | -1.695 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 10.1B | 2% |
| Annual Yield % from dividends | 0.76 | 0.95 | 80% |
| Returns for 1 year | -0.34 | 2.86 | -12% |
| Returns for 3 years | 9.48 | 31.39 | 30% |
| Returns for 5 years | 20.16 | 69.97 | 29% |
| Returns for 10 years | N/A | 95.29 | - |
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