Interact to see
Advertisement
Advertisement
CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.28
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets161.39M
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.67
Change-$0.45 (-1.00%)
VolumeN/A
Net Assets10.21B
CSMDX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. FTHFX commentary
Jun 26, 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: 10.2B vs. CSMDX (161M). FTHFX pays higher dividends than CSMDX: FTHFX (0.79) vs CSMDX (0.56). 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 (1.25) and CSMDX (1.23) have marching annual gain over last year. FTHFX return over 5 years is better than : 97.76 vs. CSMDX (43.90).
| 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 | 0.457 | -0.661 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 10.2B | 2% |
| Annual Yield % from dividends | 0.56 | 0.79 | 72% |
| Returns for 1 year | 1.23 | 1.25 | 98% |
| Returns for 3 years | 18.96 | 42.35 | 45% |
| Returns for 5 years | 43.90 | 97.76 | 45% |
| Returns for 10 years | N/A | 138.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement