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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Federated Hermes Kaufmann R
Price$6.10
Change-$0.05 (-0.81%)
VolumeN/A
Net Assets5.07B
FSMAX vs KAUFX Comparison Chart in %
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FSMAX vs. KAUFX commentary
Aug 17, 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: 39.6B vs. KAUFX (5.07B). FSMAX pays higher dividends than KAUFX: FSMAX (0.46) vs KAUFX (0.00). FSMAX was incepted earlier than KAUFX: FSMAX (14 years) vs KAUFX (40 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 : 16.65 vs. KAUFX (4.45). FSMAX return over 5 years is better than : 52.87 vs. KAUFX (-12.86).
| 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 | 40 years | - |
| Gain YTD | 6.140 | 10.108 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 5.07B | 781% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.65 | 4.45 | 374% |
| Returns for 3 years | 34.54 | 17.08 | 202% |
| Returns for 5 years | 52.87 | -12.86 | -411% |
| Returns for 10 years | 84.94 | -6.01 | -1,413% |
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