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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
Federated Hermes Kaufmann R
Price$5.63
Change+$0.07 (+1.26%)
VolumeN/A
CapitalizationN/A
FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
Dec 23, 2024
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 KAUFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. KAUFX (4.97B). FSMAX pays higher dividends than KAUFX: FSMAX (1.10) vs KAUFX (0.00). FSMAX was incepted earlier than KAUFX: FSMAX (13 years) vs KAUFX (39 years). KAUFX is a more actively managed with annual turnover of: 57.00 vs. FSMAX (18.00). FSMAX (0) and KAUFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 19.04 vs. KAUFX (9.53). FSMAX return over 5 years is better than : 48.61 vs. KAUFX (-5.54).
| FSMAX | KAUFX | FSMAX / KAUFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 39 years | - |
| Gain YTD | 18.403 | 7.034 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 4.97B | 896% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.04 | 9.53 | 200% |
| Returns for 3 years | 10.32 | -15.59 | -66% |
| Returns for 5 years | 48.61 | -5.54 | -878% |
| Returns for 10 years | 81.00 | -15.97 | -507% |
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