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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Federated Hermes Kaufmann R
Price$6.07
Change+$0.08 (+1.34%)
VolumeN/A
Net Assets5.01B
FSMAX vs KAUFX Comparison Chart in %
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FSMAX vs. KAUFX commentary
Jul 04, 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 (5.01B). 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 : 17.51 vs. KAUFX (5.46). FSMAX return over 5 years is better than : 63.35 vs. KAUFX (-10.73).
| 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 | 3.664 | 8.123 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 5.01B | 783% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 17.51 | 5.46 | 321% |
| Returns for 3 years | 53.19 | 28.54 | 186% |
| Returns for 5 years | 63.35 | -10.73 | -590% |
| Returns for 10 years | 79.51 | -7.42 | -1,072% |
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