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CDGRX vs FSMAX
CDGRX vs FSMAX Comparison
Open Charts CDGRX vs FSMAX
Copeland Dividend Growth Fund
Price$12.24
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets27.53M
Fidelity Extended Market Index
Price$103.20
Change-$1.70 (-1.62%)
VolumeN/A
Net Assets41.03B
CDGRX vs FSMAX Comparison Chart in %
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CDGRX vs. FSMAX commentary
Dec 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 CDGRX is a StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CDGRX (27.5M). FSMAX pays higher dividends than CDGRX: FSMAX (0.43) vs CDGRX (0.10). 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 : 7.13 vs. CDGRX (-3.66). FSMAX return over 5 years is better than : 33.85 vs. CDGRX (3.87).
| 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 | 0.733 | 14.415 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 41B | 0% |
| Annual Yield % from dividends | 0.10 | 0.43 | 24% |
| Returns for 1 year | -3.66 | 7.13 | -51% |
| Returns for 3 years | 7.99 | 61.85 | 13% |
| Returns for 5 years | 3.87 | 33.85 | 11% |
| Returns for 10 years | -3.72 | 118.92 | -3% |
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