AGRFX vs. FKASX
Compare and contrast key facts about AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. FKASX is managed by Federated. It was launched on Dec 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGRFX or FKASX.
Key characteristics
| AGRFX | FKASX | |
|---|---|---|
| YTD Return | 7.81% | 1.37% |
| 1Y Return | 29.47% | 10.24% |
| 3Y Return (Ann) | 5.79% | -8.38% |
| 5Y Return (Ann) | 13.65% | 4.57% |
| 10Y Return (Ann) | 14.76% | 10.98% |
| Sharpe Ratio | 1.61 | 0.60 |
| Daily Std Dev | 18.42% | 17.52% |
| Max Drawdown | -61.88% | -60.21% |
| Current Drawdown | -7.34% | -30.01% |
Correlation
The correlation between AGRFX and FKASX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AGRFX vs. FKASX - Performance Comparison
In the year-to-date period, AGRFX achieves a 7.81% return, which is significantly higher than FKASX's 1.37% return. Over the past 10 years, AGRFX has outperformed FKASX with an annualized return of 14.76%, while FKASX has yielded a comparatively lower 10.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGRFX vs. FKASX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is lower than FKASX's 1.36% expense ratio.
Risk-Adjusted Performance
AGRFX vs. FKASX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AGRFX vs. FKASX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 6.39%, more than FKASX's 0.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 6.39% | 6.89% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% | 4.89% | 0.00% |
FKASX Federated Hermes Kaufmann Small Cap Fund | 0.15% | 0.15% | 0.00% | 8.40% | 0.12% | 0.21% | 6.36% | 6.50% | 0.76% | 8.55% | 21.45% | 17.57% |
Drawdowns
AGRFX vs. FKASX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, roughly equal to the maximum FKASX drawdown of -60.21%. Use the drawdown chart below to compare losses from any high point for AGRFX and FKASX. For additional features, visit the drawdowns tool.
Volatility
AGRFX vs. FKASX - Volatility Comparison
AB Growth Fund (AGRFX) and Federated Hermes Kaufmann Small Cap Fund (FKASX) have volatilities of 5.09% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.