Interact to see
Advertisement
Advertisement
FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Federated Hermes Kaufmann R
Price$6.19
Change+$0.05 (+0.81%)
VolumeN/A
Net Assets5.13B
FSMAX vs KAUFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. KAUFX commentary
Jul 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. KAUFX (5.13B). FSMAX pays higher dividends than KAUFX: FSMAX (0.47) 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 : 14.55 vs. KAUFX (6.97). FSMAX return over 5 years is better than : 60.82 vs. KAUFX (-10.89).
| 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 | 5.480 | 10.830 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.13B | 764% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 14.55 | 6.97 | 209% |
| Returns for 3 years | 50.71 | 28.72 | 177% |
| Returns for 5 years | 60.82 | -10.89 | -559% |
| Returns for 10 years | 84.87 | -6.26 | -1,356% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement