FKASX vs. FDSVX

In the year-to-date period, FKASX achieves a 0.30% return, which is significantly higher than FDSVX's 0.23% return. Over the past 10 years, FKASX has underperformed FDSVX with an annualized return of 9.27%, while FDSVX has yielded a comparatively higher 15.73% annualized return.

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FKASX has a 1.36% expense ratio, which is higher than FDSVX's 0.77% expense ratio.

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.

The current FKASX Sharpe Ratio is 0.23, which is lower than the FDSVX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of FKASX and FDSVX, 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 6.45%, less than FDSVX's 12.79% yield.

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.

Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 6.22% compared to Fidelity Growth Discovery Fund (FDSVX) at 5.71%. 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.