Interact to see
Advertisement
Advertisement
CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.93
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets30.08M
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
CDGRX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. FSMAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. CDGRX (30.1M). FSMAX pays higher dividends than CDGRX: FSMAX (0.46) 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 (9.00). 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 : 16.65 vs. CDGRX (-5.93). FSMAX return over 5 years is better than : 52.87 vs. CDGRX (18.40).
| 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 | 5.293 | 6.140 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 39.6B | 0% |
| Annual Yield % from dividends | 0.11 | 0.46 | 24% |
| Returns for 1 year | -5.93 | 16.65 | -36% |
| Returns for 3 years | 2.15 | 34.54 | 6% |
| Returns for 5 years | 18.40 | 52.87 | 35% |
| Returns for 10 years | -10.72 | 84.94 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IVAL | 29.75 | 0.20 | +0.68% |
| Alpha Architect Intl Quant Val ETF | |||
| CIBR | 71.98 | 0.25 | +0.35% |
| First Trust NASDAQ Cybersecurity ETF | |||
| MARB | 20.78 | N/A | +0.01% |
| First Trust Merger Arbitrage ETF | |||
| LFBCF | 7.15 | N/A | N/A |
| Life & Banc Split Corp. | |||
| SMDV | 66.31 | -0.70 | -1.05% |
| ProShares Russell 2000 Dividend Growers | |||