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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.71
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets184.61M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX commentary
Jan 19, 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: 10.6B vs. CSMDX (185M). 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 : 14.58 vs. CSMDX (6.69). FTHFX return over 5 years is better than : 75.76 vs. CSMDX (25.01).
| 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 | 2.546 | 4.227 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 10.6B | 2% |
| Annual Yield % from dividends | 0.76 | 0.95 | 80% |
| Returns for 1 year | 6.69 | 14.58 | 46% |
| Returns for 3 years | 7.66 | 32.29 | 24% |
| Returns for 5 years | 25.01 | 75.76 | 33% |
| Returns for 10 years | N/A | 117.48 | - |
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