FKASX vs. FCPGX
Compare and contrast key facts about Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Small Cap Growth Fund (FCPGX).
FKASX is managed by Federated. It was launched on Dec 18, 2002. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKASX or FCPGX.
Key characteristics
| FKASX | FCPGX | |
|---|---|---|
| YTD Return | 14.60% | 28.47% |
| 1Y Return | 30.53% | 51.81% |
| 3Y Return (Ann) | -9.84% | -0.14% |
| 5Y Return (Ann) | 5.58% | 7.09% |
| 10Y Return (Ann) | 6.22% | 7.90% |
| Sharpe Ratio | 1.57 | 2.56 |
| Sortino Ratio | 2.22 | 3.42 |
| Omega Ratio | 1.27 | 1.42 |
| Calmar Ratio | 0.66 | 1.23 |
| Martin Ratio | 8.78 | 15.65 |
| Ulcer Index | 3.37% | 3.25% |
| Daily Std Dev | 18.85% | 19.88% |
| Max Drawdown | -61.47% | -59.11% |
| Current Drawdown | -27.33% | -9.92% |
Correlation
The correlation between FKASX and FCPGX is 0.92, 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.
Performance
FKASX vs. FCPGX - Performance Comparison
In the year-to-date period, FKASX achieves a 14.60% return, which is significantly lower than FCPGX's 28.47% return. Over the past 10 years, FKASX has underperformed FCPGX with an annualized return of 6.22%, while FCPGX has yielded a comparatively higher 7.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKASX vs. FCPGX - Expense Ratio Comparison
FKASX has a 1.36% expense ratio, which is higher than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
FKASX vs. FCPGX - Risk-Adjusted Performance Comparison
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.
Dividends
FKASX vs. FCPGX - Dividend Comparison
FKASX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.79%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FCPGX Fidelity Small Cap Growth Fund | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Drawdowns
FKASX vs. FCPGX - Drawdown Comparison
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.
Volatility
FKASX vs. FCPGX - Volatility Comparison
The current volatility for Federated Hermes Kaufmann Small Cap Fund (FKASX) is 4.49%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 5.92%. This indicates that FKASX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.