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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Federated Hermes Kaufmann R
Price$5.82
Change-$0.08 (-1.36%)
VolumeN/A
Net Assets4.96B
FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
Jun 14, 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 StrongBuy and KAUFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. KAUFX (4.96B). FSMAX pays higher dividends than KAUFX: FSMAX (0.50) vs KAUFX (0.00). FSMAX was incepted earlier than KAUFX: FSMAX (14 years) vs KAUFX (39 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 : 13.41 vs. KAUFX (3.69). FSMAX return over 5 years is better than : 63.25 vs. KAUFX (-6.65).
| 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 | 39 years | - |
| Gain YTD | -0.385 | 6.498 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 4.96B | 758% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.41 | 3.69 | 363% |
| Returns for 3 years | 50.12 | 34.40 | 146% |
| Returns for 5 years | 63.25 | -6.65 | -952% |
| Returns for 10 years | 69.53 | -9.09 | -765% |
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