CDIVX
Price
$12.36
Change
-$0.01 (-0.08%)
Updated
Jan 14 closing price
Net Assets
27.49M
FSMAX
Price
$105.74
Change
+$0.17 (+0.16%)
Updated
Jan 14 closing price
Net Assets
40.06B
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CDIVX vs FSMAX

Header iconCDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAXBanner chart's image
Copeland Dividend Growth Fund
Price$12.36
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets27.49M
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
CDIVX vs FSMAX Comparison Chart in %
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CDIVX vs. FSMAX commentary
Jan 15, 2026

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 Hold and FSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CDIVX (27.5M). FSMAX pays higher dividends than CDIVX: FSMAX (0.57) vs CDIVX (0.00). 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 : 15.86 vs. CDIVX (2.91). FSMAX return over 5 years is better than : 25.65 vs. CDIVX (1.50).
CDIVXFSMAXCDIVX / FSMAX
Total Expense Ratio1.050.043,000%
Annual Report Gross Expense Ratio1.990.045,686%
Fund Existence13 years14 years-
Gain YTD3.1724.86765%
Front LoadN/AN/A-
Min. Initial Investment250000-
Min. Initial Investment IRAN/AN/A-
Net Assets27.5M40.1B0%
Annual Yield % from dividends0.000.57-
Returns for 1 year2.9115.8618%
Returns for 3 years8.6560.2214%
Returns for 5 years1.5025.656%
Returns for 10 years10.61156.707%
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