Federated Hermes Kaufmann Small Cap Fund (FKASX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FKASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKASX
FKASX charges 1.36% annually. There are 135 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | FKASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | FKASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | FKASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FKASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FKASX vs VISGX |
Best Risk-Adjusted Alternatives to FKASX
FKASX has a PortfoliosLab risk / return rank of 19. There are 123 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | FKASX vs NESIX | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | FKASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | FKASX vs NEAIX | |
| Needham Aggressive Growth Fund | 92 | — | Sep 2001 | FKASX vs NEAGX | |
| Hood River Small-Cap Growth Fund | 89 | — | Jan 2003 | FKASX vs HRSMX |
Top Performing FKASX Alternatives (YTD)
FKASX is at 9.95% YTD. There are 124 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 75.22% | — | Dec 2016 | FKASX vs NESIX | |
| Needham Small Cap Growth Fund | 74.77% | — | May 2002 | FKASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 54.77% | — | Dec 2016 | FKASX vs NEAIX | |
| Needham Aggressive Growth Fund | 54.53% | — | Sep 2001 | FKASX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.55% | — | Dec 1995 | FKASX vs OBMCX |
Lowest Volatility Alternatives to FKASX
FKASX has 20.09% 1-year volatility. There are 77 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 6.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Carillon Scout Small Cap Fund | 6.22% | — | Nov 1986 | FKASX vs UMBHX | |
| Empiric 2500 Fund | 14.17% | — | Nov 1995 | FKASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.16% | — | Jul 2011 | FKASX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | FKASX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.07% | — | Sep 1988 | FKASX vs NBGNX |
Lowest Drawdown Alternatives to FKASX
FKASX has a 1-year max drawdown of -14.88%. There are 117 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | FKASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FKASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FKASX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FKASX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FKASX vs RFIMX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 44 | 8.28% | — | Mar 2005 | FKASX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 34 | 9.74% | — | Sep 2005 | FKASX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 9 | 0.80% | — | Sep 2008 | FKASX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 11 | 5.87% | — | Feb 1986 | FKASX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 60 | 8.03% | — | Oct 2002 | FKASX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 2.50% | — | Aug 1984 | FKASX vs FGSAX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 67 | 1.27% | — | Nov 2002 | FKASX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 56 | 1.34% | — | Aug 1984 | FKASX vs FHYTX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -9.23% | — | Dec 1995 | FKASX vs BEARX | |
| Federated Hermes International Small-Mid Company F... | Foreign Small & Mid Cap Equities | 43 | 11.98% | — | Feb 1996 | FKASX vs ISCAX |
Often Compared With FKASX
Investors most often compare FKASX with SVSPX, AGRFX, SCHG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FKASX with Any Fund or Stock
Compare FKASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKASX with funds that move differently
Federated Hermes Kaufmann Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKASX.
Explore FKASX Diversifiers