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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$77.15
Change+$1.14 (+1.50%)
VolumeN/A
Net Assets36.55B
Federated Hermes Kaufmann R
Price$4.93
Change+$0.09 (+1.86%)
VolumeN/A
Net Assets4.14B
FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
Apr 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 Buy and KAUFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. KAUFX (4.14B). FSMAX pays higher dividends than KAUFX: FSMAX (0.53) 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 : -5.89 vs. KAUFX (-14.18). FSMAX return over 5 years is better than : 59.91 vs. KAUFX (-11.03).
| 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 | -16.362 | -12.635 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 4.14B | 882% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -5.89 | -14.18 | 42% |
| Returns for 3 years | 3.94 | -11.03 | -36% |
| Returns for 5 years | 59.91 | -11.03 | -543% |
| Returns for 10 years | 42.51 | -24.84 | -171% |
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