AGRFX vs. FKASX

In the year-to-date period, AGRFX achieves a 11.87% return, which is significantly higher than FKASX's 5.00% return. Over the past 10 years, AGRFX has outperformed FKASX with an annualized return of 6.34%, while FKASX has yielded a comparatively lower 4.96% annualized return.

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AGRFX has a 1.12% expense ratio, which is lower than FKASX's 1.36% expense ratio.

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.

The current AGRFX Sharpe Ratio is 0.50, which is higher than the FKASX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of AGRFX and FKASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither AGRFX nor FKASX has paid dividends to shareholders.

The maximum AGRFX drawdown since its inception was -61.88%, roughly equal to the maximum FKASX drawdown of -61.47%. Use the drawdown chart below to compare losses from any high point for AGRFX and FKASX. For additional features, visit the drawdowns tool.

AB Growth Fund (AGRFX) has a higher volatility of 20.18% compared to Federated Hermes Kaufmann Small Cap Fund (FKASX) at 8.26%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than FKASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.