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FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Federated Hermes Kaufmann R
Price$6.12
Change+$0.01 (+0.16%)
VolumeN/A
CapitalizationN/A
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FSMAX vs KAUFX Comparison Chart
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FSMAX vs. KAUFX commentary
Sep 21, 2024
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: 41.9B vs. KAUFX (5.12B). 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 : 28.78 vs. KAUFX (26.97). FSMAX return over 5 years is better than : 45.86 vs. KAUFX (-4.52).
| 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 | 11.184 | 16.350 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 5.12B | 818% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 26.97 | 107% |
| Returns for 3 years | 1.47 | -20.62 | -7% |
| Returns for 5 years | 45.86 | -4.52 | -1,014% |
| Returns for 10 years | 76.52 | -5.85 | -1,309% |
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