Interact to see
Advertisement
Advertisement
FSMAX vs KAUFX
FSMAX vs KAUFX Comparison
Open Charts FSMAX vs KAUFX
Fidelity Extended Market Index
Price$102.90
Change+$0.52 (+0.51%)
VolumeN/A
Net Assets41.03B
Federated Hermes Kaufmann R
Price$6.33
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets5.09B
FSMAX vs KAUFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. KAUFX commentary
Dec 06, 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: 41B vs. KAUFX (5.09B). FSMAX pays higher dividends than KAUFX: FSMAX (0.43) 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 (15.00). FSMAX (0) and KAUFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.68 vs. KAUFX (-4.68). FSMAX return over 5 years is better than : 32.55 vs. KAUFX (-10.61).
| 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 | 12.654 | 14.079 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 5.09B | 806% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 3.68 | -4.68 | -79% |
| Returns for 3 years | 58.61 | 31.12 | 188% |
| Returns for 5 years | 32.55 | -10.61 | -307% |
| Returns for 10 years | 107.47 | 18.80 | 572% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers