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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.80
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets205.89M
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
CSMDX vs FTHFX Comparison Chart in %
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CSMDX vs. FTHFX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. CSMDX (206M). FTHFX pays higher dividends than CSMDX: FTHFX (0.76) vs CSMDX (0.55). 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). FTHFX annual gain was more profitable for investors over the last year : 5.98 vs. CSMDX (3.59). FTHFX return over 5 years is better than : 102.86 vs. CSMDX (42.09).
| 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 | 3.133 | 3.280 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 10.7B | 2% |
| Annual Yield % from dividends | 0.55 | 0.76 | 72% |
| Returns for 1 year | 3.59 | 5.98 | 60% |
| Returns for 3 years | 23.34 | 49.75 | 47% |
| Returns for 5 years | 42.09 | 102.86 | 41% |
| Returns for 10 years | N/A | 151.69 | - |
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