FGSIX vs. KAUFX
Compare and contrast key facts about Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Federated Hermes Kaufmann Fd (KAUFX).
FGSIX is an actively managed fund by Federated. It was launched on Aug 23, 1984. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
FGSIX vs. KAUFX - Performance Comparison
Loading graphics...
FGSIX vs. KAUFX - 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% |
KAUFX Federated Hermes Kaufmann Fd | -12.10% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
Returns By Period
In the year-to-date period, FGSIX achieves a -9.48% return, which is significantly higher than KAUFX's -12.10% return. Over the past 10 years, FGSIX has outperformed KAUFX with an annualized return of 13.82%, while KAUFX has yielded a comparatively lower 10.30% annualized return.
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%
KAUFX
- 1D
- -1.00%
- 1M
- -12.26%
- YTD
- -12.10%
- 6M
- -12.45%
- 1Y
- 8.18%
- 3Y*
- 13.08%
- 5Y*
- 1.76%
- 10Y*
- 10.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGSIX vs. KAUFX - Expense Ratio Comparison
FGSIX has a 0.85% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
FGSIX vs. KAUFX — Risk / Return Rank
FGSIX
KAUFX
FGSIX vs. KAUFX - 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 Kaufmann Fd (KAUFX). 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 | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.29 | 0.00 |
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 | 0.33 | -0.01 |
Martin ratioReturn relative to average drawdown | 0.99 | 1.33 | -0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FGSIX | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.29 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.09 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.56 | +0.06 |
Correlation
The correlation between FGSIX and KAUFX is 0.89, 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. KAUFX - Dividend Comparison
FGSIX's dividend yield for the trailing twelve months is around 5.04%, less than KAUFX's 12.24% 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% |
KAUFX Federated Hermes Kaufmann Fd | 12.24% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Drawdowns
FGSIX vs. KAUFX - Drawdown Comparison
The maximum FGSIX drawdown since its inception was -37.16%, smaller than the maximum KAUFX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for FGSIX and KAUFX.
Loading graphics...
Drawdown Indicators
| FGSIX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -54.66% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -14.83% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -40.76% | +5.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -40.76% | +3.60% |
Current DrawdownCurrent decline from peak | -13.36% | -14.83% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -7.08% | -11.23% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.65% | +0.69% |
Volatility
FGSIX vs. KAUFX - Volatility Comparison
The current volatility for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) is 5.43%, while Federated Hermes Kaufmann Fd (KAUFX) has a volatility of 6.03%. This indicates that FGSIX experiences smaller price fluctuations and is considered to be less risky than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FGSIX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 6.03% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 12.83% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 19.11% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 20.85% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.27% | 20.73% | +1.54% |