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CSMDX vs FTHFX
CSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFX
Copeland SMID Cap Dividend Growth I
Price$15.63
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets162.98M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
CSMDX vs FTHFX Comparison Chart in %
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CSMDX vs. FTHFX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. CSMDX (163M). FTHFX pays higher dividends than CSMDX: FTHFX (0.69) vs CSMDX (0.54). CSMDX was incepted earlier than FTHFX: CSMDX (9 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 : -1.91 vs. CSMDX (-5.59). FTHFX return over 5 years is better than : 94.83 vs. CSMDX (30.17).
| CSMDX | FTHFX | CSMDX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.63 | 151% |
| Annual Report Gross Expense Ratio | 1.34 | 0.63 | 213% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.024 | 8.917 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 11.1B | 1% |
| Annual Yield % from dividends | 0.54 | 0.69 | 77% |
| Returns for 1 year | -5.59 | -1.91 | 293% |
| Returns for 3 years | 22.29 | 50.30 | 44% |
| Returns for 5 years | 30.17 | 94.83 | 32% |
| Returns for 10 years | N/A | 169.48 | - |
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