Interact to see
Advertisement
Advertisement
CDIVX vs FSMAX
CDIVX vs FSMAX Comparison
Open Charts CDIVX vs FSMAX
Copeland Dividend Growth Fund
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets28.91M
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
CDIVX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDIVX vs. FSMAX commentary
Oct 19, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. CDIVX (28.9M). FSMAX pays higher dividends than CDIVX: FSMAX (0.44) 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 : 12.72 vs. CDIVX (-9.97). FSMAX return over 5 years is better than : 48.84 vs. CDIVX (15.48).
| 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 | 6.551 | 10.860 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9M | 41.4B | 0% |
| Annual Yield % from dividends | 0.26 | 0.44 | 59% |
| Returns for 1 year | -9.97 | 12.72 | -78% |
| Returns for 3 years | 17.37 | 63.57 | 27% |
| Returns for 5 years | 15.48 | 48.84 | 32% |
| Returns for 10 years | -2.93 | 103.74 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement