ANWOX vs. FISPX
Compare and contrast key facts about Aperture New World Opportunities Fund (ANWOX) and Federated Hermes Max Cap Index Fund (FISPX).
ANWOX is managed by Aperture Investors. It was launched on Mar 17, 2019. FISPX is managed by Federated. It was launched on Jul 11, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANWOX or FISPX.
Key characteristics
| ANWOX | FISPX |
|---|
Correlation
The correlation between ANWOX and FISPX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ANWOX vs. FISPX - Performance Comparison
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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ANWOX vs. FISPX - Expense Ratio Comparison
ANWOX has a 0.56% expense ratio, which is higher than FISPX's 0.37% expense ratio.
Risk-Adjusted Performance
ANWOX vs. FISPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aperture New World Opportunities Fund (ANWOX) and Federated Hermes Max Cap Index Fund (FISPX). 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
ANWOX vs. FISPX - Dividend Comparison
ANWOX has not paid dividends to shareholders, while FISPX's dividend yield for the trailing twelve months is around 0.99%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWOX Aperture New World Opportunities Fund | 100.00% | 3.33% | 4.92% | 5.17% | 2.89% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FISPX Federated Hermes Max Cap Index Fund | 0.99% | 1.39% | 1.43% | 0.99% | 1.53% | 1.41% | 2.32% | 1.77% | 1.98% | 1.96% | 1.66% | 1.60% |
Drawdowns
ANWOX vs. FISPX - Drawdown Comparison
Volatility
ANWOX vs. FISPX - Volatility Comparison
The current volatility for Aperture New World Opportunities Fund (ANWOX) is 0.00%, while Federated Hermes Max Cap Index Fund (FISPX) has a volatility of 3.75%. This indicates that ANWOX experiences smaller price fluctuations and is considered to be less risky than FISPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.