FKASX vs. FDSVX
Compare and contrast key facts about Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Growth Discovery Fund (FDSVX).
FKASX is managed by Federated. It was launched on Dec 18, 2002. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Performance
FKASX vs. FDSVX - Performance Comparison
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FKASX vs. FDSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | -11.05% | 12.01% | 14.45% | 14.48% | -31.40% | 2.57% | 43.41% | 33.44% | 7.30% | 37.87% |
FDSVX Fidelity Growth Discovery Fund | -9.28% | 15.14% | 30.19% | 35.63% | -24.43% | 22.93% | 43.43% | 33.77% | -0.33% | 34.63% |
Returns By Period
In the year-to-date period, FKASX achieves a -11.05% return, which is significantly lower than FDSVX's -9.28% return. Over the past 10 years, FKASX has underperformed FDSVX with an annualized return of 11.89%, while FDSVX has yielded a comparatively higher 16.49% annualized return.
FKASX
- 1D
- -1.79%
- 1M
- -13.35%
- YTD
- -11.05%
- 6M
- -8.95%
- 1Y
- 12.39%
- 3Y*
- 7.91%
- 5Y*
- -2.05%
- 10Y*
- 11.89%
FDSVX
- 1D
- -0.83%
- 1M
- -9.01%
- YTD
- -9.28%
- 6M
- -8.54%
- 1Y
- 13.99%
- 3Y*
- 18.76%
- 5Y*
- 10.73%
- 10Y*
- 16.49%
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FKASX vs. FDSVX - Expense Ratio Comparison
FKASX has a 1.36% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Return for Risk
FKASX vs. FDSVX — Risk / Return Rank
FKASX
FDSVX
FKASX vs. FDSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Growth Discovery Fund (FDSVX). 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.
| FKASX | FDSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.64 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.04 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.85 | -0.29 |
Martin ratioReturn relative to average drawdown | 2.22 | 3.08 | -0.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKASX | FDSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.64 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.53 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.81 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.50 | +0.04 |
Correlation
The correlation between FKASX and FDSVX is 0.81, 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
FKASX vs. FDSVX - Dividend Comparison
FKASX's dividend yield for the trailing twelve months is around 23.27%, more than FDSVX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 23.27% | 20.70% | 11.82% | 0.15% | 0.00% | 8.40% | 0.12% | 0.21% | 6.36% | 6.50% | 0.76% | 8.55% |
FDSVX Fidelity Growth Discovery Fund | 1.74% | 1.58% | 12.81% | 2.55% | 3.65% | 13.46% | 9.63% | 4.28% | 5.02% | 4.87% | 0.09% | 0.17% |
Drawdowns
FKASX vs. FDSVX - Drawdown Comparison
The maximum FKASX drawdown since its inception was -60.21%, roughly equal to the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for FKASX and FDSVX.
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Drawdown Indicators
| FKASX | FDSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.21% | -59.34% | -0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -13.05% | -1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -44.51% | -29.83% | -14.68% |
Max Drawdown (10Y)Largest decline over 10 years | -44.86% | -31.09% | -13.77% |
Current DrawdownCurrent decline from peak | -21.27% | -12.53% | -8.74% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -12.67% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.77% | 3.60% | +0.17% |
Volatility
FKASX vs. FDSVX - Volatility Comparison
Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 7.25% compared to Fidelity Growth Discovery Fund (FDSVX) at 6.23%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKASX | FDSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.23% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.97% | 12.65% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 21.83% | -0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 20.25% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 20.48% | +1.72% |