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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$13.04
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets30.08M
Fidelity Extended Market Index
Price$100.02
Change+$0.53 (+0.53%)
VolumeN/A
Net Assets41.05B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Sep 09, 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: 41B vs. CDGRX (30.1M). FSMAX pays higher dividends than CDGRX: FSMAX (0.44) 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 : 21.50 vs. CDGRX (-5.35). FSMAX return over 5 years is better than : 59.13 vs. CDGRX (19.37).
| 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 | 5.863 | 10.057 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 41B | 0% |
| Annual Yield % from dividends | 0.11 | 0.44 | 24% |
| Returns for 1 year | -5.35 | 21.50 | -25% |
| Returns for 3 years | 11.79 | 56.89 | 21% |
| Returns for 5 years | 19.37 | 59.13 | 33% |
| Returns for 10 years | -4.39 | 101.70 | -4% |
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