Correlation
The correlation between FISPX and APDSX is 0.79, 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.
FISPX vs. APDSX
Compare and contrast key facts about Federated Hermes Max Cap Index Fund (FISPX) and Artisan Small Cap Fund Advisor Shares (APDSX).
FISPX is managed by Federated. It was launched on Jul 11, 1990. APDSX is managed by Artisan Partners. It was launched on Feb 1, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISPX or APDSX.
Performance
FISPX vs. APDSX - Performance Comparison
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Key characteristics
FISPX:
0.72
APDSX:
0.07
FISPX:
1.01
APDSX:
0.20
FISPX:
1.15
APDSX:
1.03
FISPX:
0.67
APDSX:
0.00
FISPX:
2.52
APDSX:
0.02
FISPX:
4.97%
APDSX:
9.34%
FISPX:
19.82%
APDSX:
26.93%
FISPX:
-54.64%
APDSX:
-51.43%
FISPX:
-3.54%
APDSX:
-34.59%
Returns By Period
In the year-to-date period, FISPX achieves a 0.89% return, which is significantly higher than APDSX's -8.86% return.
FISPX
0.89%
5.62%
-1.61%
13.10%
13.97%
15.62%
14.74%
APDSX
-8.86%
1.59%
-14.85%
1.60%
5.66%
1.28%
N/A
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FISPX vs. APDSX - Expense Ratio Comparison
FISPX has a 0.37% expense ratio, which is lower than APDSX's 1.06% expense ratio.
Risk-Adjusted Performance
FISPX vs. APDSX — Risk-Adjusted Performance Rank
FISPX
APDSX
FISPX vs. APDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and Artisan Small Cap Fund Advisor Shares (APDSX). 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
FISPX vs. APDSX - Dividend Comparison
FISPX's dividend yield for the trailing twelve months is around 12.48%, more than APDSX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISPX Federated Hermes Max Cap Index Fund | 12.48% | 12.56% | 22.86% | 16.74% | 16.47% | 23.54% | 15.78% | 47.85% | 25.79% | 18.46% | 14.91% | 12.36% |
APDSX Artisan Small Cap Fund Advisor Shares | 5.64% | 5.14% | 0.00% | 0.35% | 12.00% | 5.23% | 7.80% | 20.77% | 16.23% | 0.00% | 0.00% | 0.00% |
Drawdowns
FISPX vs. APDSX - Drawdown Comparison
The maximum FISPX drawdown since its inception was -54.64%, which is greater than APDSX's maximum drawdown of -51.43%. Use the drawdown chart below to compare losses from any high point for FISPX and APDSX.
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Volatility
FISPX vs. APDSX - Volatility Comparison
The current volatility for Federated Hermes Max Cap Index Fund (FISPX) is 4.77%, while Artisan Small Cap Fund Advisor Shares (APDSX) has a volatility of 7.03%. This indicates that FISPX experiences smaller price fluctuations and is considered to be less risky than APDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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