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CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$13.09
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets27.57M
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Dec 04, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. CDIVX (27.6M). FSMAX pays higher dividends than CDIVX: FSMAX (0.43) vs CDIVX (0.25). 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 : 3.33 vs. CDIVX (-9.46). FSMAX return over 5 years is better than : 33.03 vs. CDIVX (12.63).
| 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 | 8.872 | 11.125 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6M | 41B | 0% |
| Annual Yield % from dividends | 0.25 | 0.43 | 58% |
| Returns for 1 year | -9.46 | 3.33 | -284% |
| Returns for 3 years | 8.17 | 51.85 | 16% |
| Returns for 5 years | 12.63 | 33.03 | 38% |
| Returns for 10 years | 1.83 | 101.82 | 2% |
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