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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$13.03
Change-$0.20 (-1.51%)
VolumeN/A
Net Assets27.75M
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Nov 15, 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 CDGRX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. CDGRX (27.7M). FSMAX pays higher dividends than CDGRX: FSMAX (0.43) vs CDGRX (0.11). CDGRX was incepted earlier than FSMAX: CDGRX (15 years) vs FSMAX (14 years). CDGRX (2.13) is less costly to investors than FSMAX (0.04). CDGRX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than CDGRX: FSMAX (0) vs CDGRX (1000). FSMAX annual gain was more profitable for investors over the last year : 7.45 vs. CDGRX (-10.84). FSMAX return over 5 years is better than : 44.70 vs. CDGRX (11.17).
| CDGRX | FSMAX | CDGRX / FSMAX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,429% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 6,086% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 6.107 | 11.532 | 53% |
| Front Load | 6% | 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 | 0.11 | 0.43 | 25% |
| Returns for 1 year | -10.84 | 7.45 | -146% |
| Returns for 3 years | 9.26 | 55.42 | 17% |
| Returns for 5 years | 11.17 | 44.70 | 25% |
| Returns for 10 years | 0.12 | 106.36 | 0% |
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