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CDCRX vs FSMAX
CDCRX vs FSMAX Comparison
Open Charts CDCRX vs FSMAX
Copeland Dividend Growth Fund
Price$11.88
Change-$0.18 (-1.49%)
VolumeN/A
Net Assets27.75M
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
CDCRX vs FSMAX Comparison Chart in %
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CDCRX vs. FSMAX commentary
Nov 14, 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: 41.5B vs. CDCRX (27.7M). 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 : 6.78 vs. CDCRX (-11.39). FSMAX return over 5 years is better than : 44.78 vs. CDCRX (6.26).
| 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 | 7.010 | 11.598 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 41.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -11.39 | 6.78 | -168% |
| Returns for 3 years | 5.51 | 53.30 | 10% |
| Returns for 5 years | 6.26 | 44.78 | 14% |
| Returns for 10 years | -7.52 | 108.36 | -7% |
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