FISPX vs. ANWOX
Compare and contrast key facts about Federated Hermes Max Cap Index Fund (FISPX) and Aperture New World Opportunities Fund (ANWOX).
FISPX is managed by Federated. It was launched on Jul 11, 1990. ANWOX is managed by Aperture Investors. It was launched on Mar 17, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISPX or ANWOX.
Key characteristics
| FISPX | ANWOX |
|---|
Correlation
The correlation between FISPX and ANWOX 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
FISPX vs. ANWOX - 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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FISPX vs. ANWOX - Expense Ratio Comparison
FISPX has a 0.37% expense ratio, which is lower than ANWOX's 0.56% expense ratio.
Risk-Adjusted Performance
FISPX vs. ANWOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and Aperture New World Opportunities Fund (ANWOX). 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
FISPX vs. ANWOX - Dividend Comparison
FISPX's dividend yield for the trailing twelve months is around 0.98%, while ANWOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISPX Federated Hermes Max Cap Index Fund | 0.98% | 1.39% | 1.43% | 0.99% | 1.53% | 1.41% | 2.32% | 1.77% | 1.98% | 1.96% | 1.66% | 1.60% |
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% |
Drawdowns
FISPX vs. ANWOX - Drawdown Comparison
Volatility
FISPX vs. ANWOX - Volatility Comparison
Federated Hermes Max Cap Index Fund (FISPX) has a higher volatility of 3.68% compared to Aperture New World Opportunities Fund (ANWOX) at 0.00%. This indicates that FISPX's price experiences larger fluctuations and is considered to be riskier than ANWOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.