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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$13.00
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets27.68M
Fidelity Extended Market Index
Price$101.36
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets41.46B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX 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 CDIVX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. CDIVX (27.7M). FSMAX pays higher dividends than CDIVX: FSMAX (0.43) vs CDIVX (0.26). CDIVX was incepted earlier than FSMAX: CDIVX (13 years) vs FSMAX (14 years). CDIVX (1.99) is less costly to investors than FSMAX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than CDIVX: FSMAX (0) vs CDIVX (25000). FSMAX annual gain was more profitable for investors over the last year : 6.78 vs. CDIVX (-9.86). FSMAX return over 5 years is better than : 44.78 vs. CDIVX (13.14).
| CDIVX | FSMAX | CDIVX / FSMAX | |
| Total Expense Ratio | 1.05 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 5,686% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 7.794 | 11.598 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 41.5B | 0% |
| Annual Yield % from dividends | 0.26 | 0.43 | 60% |
| Returns for 1 year | -9.86 | 6.78 | -145% |
| Returns for 3 years | 9.76 | 53.30 | 18% |
| Returns for 5 years | 13.14 | 44.78 | 29% |
| Returns for 10 years | 2.73 | 108.36 | 3% |
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