CSMDX
Price
$15.80
Change
+$0.09 (+0.57%)
Updated
Jul 3 closing price
Net Assets
205.89M
FTHFX
Price
$46.91
Change
+$0.37 (+0.80%)
Updated
Jul 3 closing price
Net Assets
10.66B
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CSMDX vs FTHFX

Header iconCSMDX vs FTHFX Comparison
Open Charts CSMDX vs FTHFXBanner chart's image
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.

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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).
CSMDXFTHFXCSMDX / FTHFX
Total Expense Ratio0.950.63151%
Annual Report Gross Expense Ratio1.340.63213%
Fund Existence8 years14 years-
Gain YTD3.1333.28096%
Front LoadN/AN/A-
Min. Initial Investment500010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets206M10.7B2%
Annual Yield % from dividends0.550.7672%
Returns for 1 year3.595.9860%
Returns for 3 years23.3449.7547%
Returns for 5 years42.09102.8641%
Returns for 10 yearsN/A151.69-
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