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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$101.24
Change+$0.23 (+0.23%)
VolumeN/A
Net Assets41.05B
Federated Hermes Kaufmann R
Price$6.24
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets5.12B
FSMAX vs KAUFX Comparison Chart in %
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FSMAX vs. KAUFX commentary
Sep 30, 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 Buy and KAUFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. KAUFX (5.12B). FSMAX pays higher dividends than KAUFX: FSMAX (0.44) vs KAUFX (0.00). FSMAX was incepted earlier than KAUFX: FSMAX (14 years) vs KAUFX (40 years). KAUFX (2.22) is less costly to investors than FSMAX (0.04). KAUFX is a more actively managed with annual turnover of: 34.00 vs. FSMAX (9.00). FSMAX (0) and KAUFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.56 vs. KAUFX (2.47). FSMAX return over 5 years is better than : 60.30 vs. KAUFX (-11.38).
| FSMAX | KAUFX | FSMAX / KAUFX | |
| Total Expense Ratio | 0.04 | 1.96 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 2.22 | 2% |
| Fund Existence | 14 years | 40 years | - |
| Gain YTD | 11.147 | 12.455 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.12B | 801% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 16.56 | 2.47 | 671% |
| Returns for 3 years | 71.30 | 38.44 | 185% |
| Returns for 5 years | 60.30 | -11.38 | -530% |
| Returns for 10 years | 111.48 | 7.23 | 1,542% |
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