Interact to see
Advertisement
Advertisement
FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Federated Hermes Kaufmann R
Price$6.24
Change+$0.04 (+0.65%)
VolumeN/A
Net Assets5.16B
FSMAX vs KAUFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. KAUFX commentary
Sep 08, 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 KAUFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. KAUFX (5.16B). 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 : 21.50 vs. KAUFX (8.15). FSMAX return over 5 years is better than : 59.13 vs. KAUFX (-9.30).
| 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 | 10.057 | 12.635 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.16B | 795% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | 8.15 | 264% |
| Returns for 3 years | 56.89 | 30.82 | 185% |
| Returns for 5 years | 59.13 | -9.30 | -636% |
| Returns for 10 years | 101.70 | 0.97 | 10,476% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers