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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.35
Change-$0.59 (-3.70%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX commentary
Dec 19, 2024
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: 10.6B vs. CSMDX (188M). 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 : 14.69 vs. CSMDX (7.52). FTHFX return over 5 years is better than : 78.82 vs. CSMDX (30.44).
| 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 | 5.611 | 13.441 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 10.6B | 2% |
| Annual Yield % from dividends | 0.76 | 0.95 | 80% |
| Returns for 1 year | 7.52 | 14.69 | 51% |
| Returns for 3 years | 8.52 | 32.34 | 26% |
| Returns for 5 years | 30.44 | 78.82 | 39% |
| Returns for 10 years | N/A | 114.19 | - |
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