FKASX vs. FCPGX

In the year-to-date period, FKASX achieves a 4.85% return, which is significantly higher than FCPGX's 4.15% return. Both investments have delivered pretty close results over the past 10 years, with FKASX having a 7.42% annualized return and FCPGX not far behind at 7.16%.

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FKASX has a 1.36% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Small Cap Growth Fund (FCPGX). 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.

The current FKASX Sharpe Ratio is 0.46, which is lower than the FCPGX Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of FKASX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKASX's dividend yield for the trailing twelve months is around 1.06%, more than FCPGX's 0.92% yield.

The maximum FKASX drawdown since its inception was -61.47%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FKASX and FCPGX. For additional features, visit the drawdowns tool.

Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 5.20% and 5.19%, 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.