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FSMAX vs KAUAX
FSMAX vs KAUAX Comparison
Open Charts FSMAX vs KAUAX
Fidelity Extended Market Index
Price$94.39
Change-$0.28 (-0.30%)
VolumeN/A
Net Assets39.63B
Federated Hermes Kaufmann A
Price$6.03
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets5.05B
FSMAX vs KAUAX Comparison Chart in %
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FSMAX vs. KAUAX commentary
Aug 12, 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 FSMAX is a Hold and KAUAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. KAUAX (5.05B). FSMAX pays higher dividends than KAUAX: FSMAX (0.46) vs KAUAX (0.00). FSMAX was incepted earlier than KAUAX: FSMAX (14 years) vs KAUAX (24 years). KAUAX (1.97) is less costly to investors than FSMAX (0.04). KAUAX is a more actively managed with annual turnover of: 34.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than KAUAX: FSMAX (0) vs KAUAX (1500). FSMAX annual gain was more profitable for investors over the last year : 18.08 vs. KAUAX (7.46). FSMAX return over 5 years is better than : 50.24 vs. KAUAX (-12.95).
| FSMAX | KAUAX | FSMAX / KAUAX | |
| Total Expense Ratio | 0.04 | 1.96 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.97 | 2% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.170 | 9.601 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 5.05B | 784% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.08 | 7.46 | 242% |
| Returns for 3 years | 32.43 | 16.12 | 201% |
| Returns for 5 years | 50.24 | -12.95 | -388% |
| Returns for 10 years | 82.21 | -6.49 | -1,266% |