FGSIX vs. FGSAX
Compare and contrast key facts about Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX).
FGSIX is an actively managed fund by Federated. It was launched on Aug 23, 1984. FGSAX is managed by Federated. It was launched on Aug 23, 1984.
Performance
FGSIX vs. FGSAX - Performance Comparison
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FGSIX vs. FGSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -9.48% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | -9.53% | 10.54% | 32.97% | 27.05% | -24.60% | 22.39% | 35.50% | 27.95% | -3.23% | 24.38% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FGSIX having a -9.48% return and FGSAX slightly lower at -9.53%. Both investments have delivered pretty close results over the past 10 years, with FGSIX having a 13.82% annualized return and FGSAX not far behind at 13.50%.
FGSIX
- 1D
- -0.80%
- 1M
- -9.33%
- YTD
- -9.48%
- 6M
- -11.71%
- 1Y
- 8.47%
- 3Y*
- 15.84%
- 5Y*
- 9.58%
- 10Y*
- 13.82%
FGSAX
- 1D
- -0.79%
- 1M
- -9.34%
- YTD
- -9.53%
- 6M
- -11.83%
- 1Y
- 8.15%
- 3Y*
- 15.50%
- 5Y*
- 9.26%
- 10Y*
- 13.50%
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FGSIX vs. FGSAX - Expense Ratio Comparison
FGSIX has a 0.85% expense ratio, which is lower than FGSAX's 1.15% expense ratio.
Return for Risk
FGSIX vs. FGSAX — Risk / Return Rank
FGSIX
FGSAX
FGSIX vs. FGSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX). 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.
| FGSIX | FGSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.27 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.56 | 0.54 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.29 | +0.03 |
Martin ratioReturn relative to average drawdown | 0.99 | 0.89 | +0.10 |
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
| FGSIX | FGSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.27 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.61 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.47 | +0.15 |
Correlation
The correlation between FGSIX and FGSAX is 1.00, 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
FGSIX vs. FGSAX - Dividend Comparison
FGSIX's dividend yield for the trailing twelve months is around 5.04%, less than FGSAX's 5.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 5.04% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | 5.44% | 4.92% | 4.32% | 0.00% | 2.31% | 25.75% | 7.07% | 8.13% | 14.46% | 13.93% | 0.89% | 25.34% |
Drawdowns
FGSIX vs. FGSAX - Drawdown Comparison
The maximum FGSIX drawdown since its inception was -37.16%, smaller than the maximum FGSAX drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for FGSIX and FGSAX.
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Drawdown Indicators
| FGSIX | FGSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -66.17% | +29.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -13.73% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -35.79% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -37.19% | +0.03% |
Current DrawdownCurrent decline from peak | -13.36% | -13.73% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -7.08% | -16.19% | +9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 4.50% | -0.16% |
Volatility
FGSIX vs. FGSAX - Volatility Comparison
Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX) have volatilities of 5.43% and 5.44%, 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.
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Volatility by Period
| FGSIX | FGSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.44% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 13.89% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 20.42% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 22.39% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.27% | 22.29% | -0.02% |