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APDSX vs. FISPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

APDSX vs. FISPX

Last updated May 12, 2025

Compare and contrast key facts about Artisan Small Cap Fund Advisor Shares (APDSX) and Federated Hermes Max Cap Index Fund (FISPX).

APDSX is managed by Artisan Partners. It was launched on Feb 1, 2017. 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: APDSX or FISPX.

Correlation

The correlation between APDSX and FISPX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

APDSX vs. FISPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artisan Small Cap Fund Advisor Shares (APDSX) and Federated Hermes Max Cap Index Fund (FISPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

APDSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FISPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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APDSX vs. FISPX - Expense Ratio Comparison

APDSX has a 1.06% expense ratio, which is higher than FISPX's 0.37% expense ratio.

APDSX
Artisan Small Cap Fund Advisor Shares
FISPX
Federated Hermes Max Cap Index Fund

Risk-Adjusted Performance

APDSX vs. FISPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
APDSX
The Risk-Adjusted Performance Rank of APDSX is 1212
Overall Rank
The Sharpe Ratio Rank of APDSX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of APDSX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of APDSX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of APDSX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of APDSX is 1010
Martin Ratio Rank
FISPX
The Risk-Adjusted Performance Rank of FISPX is 2121
Overall Rank
The Sharpe Ratio Rank of FISPX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of FISPX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of FISPX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of FISPX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of FISPX is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APDSX vs. FISPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund Advisor Shares (APDSX) 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.

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Dividends

APDSX vs. FISPX - Dividend Comparison

APDSX's dividend yield for the trailing twelve months is around 5.66%, while FISPX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
APDSX
Artisan Small Cap Fund Advisor Shares		5.66%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FISPX
Federated Hermes Max Cap Index Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

APDSX vs. FISPX - Drawdown Comparison

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Volatility

APDSX vs. FISPX - Volatility Comparison

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