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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.14
Change-$0.21 (-1.37%)
VolumeN/A
Net Assets159.3M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
CSMDX vs FTHFX Comparison Chart
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CSMDX vs. FTHFX commentary
Jun 16, 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 CSMDX is a Buy and FTHFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. CSMDX (159M). FTHFX pays higher dividends than CSMDX: FTHFX (0.79) vs CSMDX (0.56). CSMDX was incepted earlier than FTHFX: CSMDX (8 years) vs FTHFX (14 years). CSMDX (1.34) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CSMDX (24.00). CSMDX has a lower initial minimum investment than FTHFX: CSMDX (5000) vs FTHFX (1000000). CSMDX annual gain was more profitable for investors over the last year : -0.02 vs. FTHFX (-1.78). FTHFX return over 5 years is better than : 93.55 vs. CSMDX (39.43).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.63 | 151% |
| Annual Report Gross Expense Ratio | 1.34 | 0.63 | 213% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -1.175 | -3.721 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 9.91B | 2% |
| Annual Yield % from dividends | 0.56 | 0.79 | 72% |
| Returns for 1 year | -0.02 | -1.78 | 1% |
| Returns for 3 years | 19.00 | 39.46 | 48% |
| Returns for 5 years | 39.43 | 93.55 | 42% |
| Returns for 10 years | N/A | 132.30 | - |
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