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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$95.85
Change-$0.24 (-0.25%)
VolumeN/A
Net Assets40.78B
Federated Hermes Kaufmann R
Price$5.84
Change+$0.04 (+0.69%)
VolumeN/A
Net Assets5.12B
FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
Jan 23, 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: 40.8B vs. KAUFX (5.13B). FSMAX pays higher dividends than KAUFX: FSMAX (1.10) vs KAUFX (0.00). FSMAX was incepted earlier than KAUFX: FSMAX (13 years) vs KAUFX (39 years). KAUFX is a more actively managed with annual turnover of: 57.00 vs. FSMAX (18.00). FSMAX (0) and KAUFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.89 vs. KAUFX (10.61). FSMAX return over 5 years is better than : 52.43 vs. KAUFX (-5.96).
| FSMAX | KAUFX | FSMAX / KAUFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 39 years | - |
| Gain YTD | 5.469 | 5.415 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 5.13B | 796% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.89 | 10.61 | 235% |
| Returns for 3 years | 29.51 | 4.29 | 689% |
| Returns for 5 years | 52.43 | -5.96 | -880% |
| Returns for 10 years | 89.27 | 0.52 | 17,288% |