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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.18
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets27.09M
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
CDCRX vs FSMAX Comparison Chart in %
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CDCRX vs. FSMAX commentary
Dec 29, 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 CDCRX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CDCRX (27.1M). FSMAX pays higher dividends than CDCRX: FSMAX (0.43) vs CDCRX (0.00). CDCRX was incepted earlier than FSMAX: CDCRX (14 years) vs FSMAX (14 years). CDCRX (2.89) is less costly to investors than FSMAX (0.04). CDCRX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than CDCRX: FSMAX (0) vs CDCRX (1000). FSMAX annual gain was more profitable for investors over the last year : 10.27 vs. CDCRX (-2.61). FSMAX return over 5 years is better than : 25.92 vs. CDCRX (-4.53).
| CDCRX | FSMAX | CDCRX / FSMAX | |
| Total Expense Ratio | 1.95 | 0.04 | 5,571% |
| Annual Report Gross Expense Ratio | 2.89 | 0.04 | 8,257% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.799 | 13.017 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 41B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -2.61 | 10.27 | -25% |
| Returns for 3 years | 7.29 | 67.21 | 11% |
| Returns for 5 years | -4.53 | 25.92 | -17% |
| Returns for 10 years | -8.51 | 117.75 | -7% |
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