FDSVX vs. FKASX
Compare and contrast key facts about Fidelity Growth Discovery Fund (FDSVX) and Federated Hermes Kaufmann Small Cap Fund (FKASX).
FDSVX is managed by Fidelity. It was launched on Mar 31, 1998. FKASX is managed by Federated. It was launched on Dec 18, 2002.
Performance
FDSVX vs. FKASX - Performance Comparison
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FDSVX vs. FKASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | -9.28% | 15.14% | 30.19% | 35.63% | -24.43% | 22.93% | 43.43% | 33.77% | -0.33% | 34.63% |
FKASX Federated Hermes Kaufmann Small Cap Fund | -11.05% | 12.01% | 14.45% | 14.48% | -31.40% | 2.57% | 43.41% | 33.44% | 7.30% | 37.87% |
Returns By Period
In the year-to-date period, FDSVX achieves a -9.28% return, which is significantly higher than FKASX's -11.05% return. Over the past 10 years, FDSVX has outperformed FKASX with an annualized return of 16.49%, while FKASX has yielded a comparatively lower 11.89% annualized return.
FDSVX
- 1D
- -0.83%
- 1M
- -9.01%
- YTD
- -9.28%
- 6M
- -8.54%
- 1Y
- 13.99%
- 3Y*
- 18.76%
- 5Y*
- 10.73%
- 10Y*
- 16.49%
FKASX
- 1D
- -1.79%
- 1M
- -13.35%
- YTD
- -11.05%
- 6M
- -8.95%
- 1Y
- 12.39%
- 3Y*
- 7.91%
- 5Y*
- -2.05%
- 10Y*
- 11.89%
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FDSVX vs. FKASX - Expense Ratio Comparison
FDSVX has a 0.77% expense ratio, which is lower than FKASX's 1.36% expense ratio.
Return for Risk
FDSVX vs. FKASX — Risk / Return Rank
FDSVX
FKASX
FDSVX vs. FKASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund (FDSVX) 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.
| FDSVX | FKASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.42 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.75 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.10 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.56 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.08 | 2.22 | +0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDSVX | FKASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.42 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.09 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.54 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.54 | -0.04 |
Correlation
The correlation between FDSVX and FKASX is 0.81, 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.
Dividends
FDSVX vs. FKASX - Dividend Comparison
FDSVX's dividend yield for the trailing twelve months is around 1.74%, less than FKASX's 23.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | 1.74% | 1.58% | 12.81% | 2.55% | 3.65% | 13.46% | 9.63% | 4.28% | 5.02% | 4.87% | 0.09% | 0.17% |
FKASX Federated Hermes Kaufmann Small Cap Fund | 23.27% | 20.70% | 11.82% | 0.15% | 0.00% | 8.40% | 0.12% | 0.21% | 6.36% | 6.50% | 0.76% | 8.55% |
Drawdowns
FDSVX vs. FKASX - Drawdown Comparison
The maximum FDSVX drawdown since its inception was -59.34%, roughly equal to the maximum FKASX drawdown of -60.21%. Use the drawdown chart below to compare losses from any high point for FDSVX and FKASX.
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Drawdown Indicators
| FDSVX | FKASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.34% | -60.21% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -14.88% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.83% | -44.51% | +14.68% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -44.86% | +13.77% |
Current DrawdownCurrent decline from peak | -12.53% | -21.27% | +8.74% |
Average DrawdownAverage peak-to-trough decline | -12.67% | -12.72% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.77% | -0.17% |
Volatility
FDSVX vs. FKASX - Volatility Comparison
The current volatility for Fidelity Growth Discovery Fund (FDSVX) is 6.23%, while Federated Hermes Kaufmann Small Cap Fund (FKASX) has a volatility of 7.25%. This indicates that FDSVX experiences smaller price fluctuations and is considered to be less risky than FKASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSVX | FKASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 7.25% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 14.97% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 21.28% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 23.23% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 22.20% | -1.72% |