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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Federated Hermes Kaufmann R
Price$5.50
Change+$0.03 (+0.55%)
VolumeN/A
Net Assets4.65B
FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. KAUFX (4.65B). FSMAX pays higher dividends than KAUFX: FSMAX (0.54) 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 : 3.90 vs. KAUFX (-2.15). FSMAX return over 5 years is better than : 60.52 vs. KAUFX (-12.06).
| 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 | -7.989 | -1.264 | 632% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 4.65B | 774% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -2.15 | -182% |
| Returns for 3 years | 32.38 | 21.56 | 150% |
| Returns for 5 years | 60.52 | -12.06 | -502% |
| Returns for 10 years | 59.20 | -13.86 | -427% |
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