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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKASX or FDSVX.
Correlation
The correlation between FKASX and FDSVX is 0.84, 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. FDSVX - Performance Comparison
Key characteristics
FKASX:
-0.22
FDSVX:
0.89
FKASX:
-0.17
FDSVX:
1.27
FKASX:
0.98
FDSVX:
1.16
FKASX:
-0.11
FDSVX:
1.27
FKASX:
-0.74
FDSVX:
4.69
FKASX:
5.87%
FDSVX:
3.13%
FKASX:
19.52%
FDSVX:
16.55%
FKASX:
-61.47%
FDSVX:
-59.34%
FKASX:
-35.60%
FDSVX:
-6.04%
Returns By Period
In the year-to-date period, FKASX achieves a -2.10% return, which is significantly lower than FDSVX's -0.81% return. Over the past 10 years, FKASX has underperformed FDSVX with an annualized return of 5.85%, while FDSVX has yielded a comparatively higher 15.69% annualized return.
FKASX
-2.10%
-6.63%
-5.98%
-4.83%
1.79%
5.85%
FDSVX
-0.81%
-3.26%
3.46%
12.80%
18.97%
15.69%
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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.
Risk-Adjusted Performance
FKASX vs. FDSVX — Risk-Adjusted Performance Rank
FKASX
FDSVX
FKASX vs. FDSVX - Risk-Adjusted Performance 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.
Dividends
FKASX vs. FDSVX - Dividend Comparison
FKASX's dividend yield for the trailing twelve months is around 1.14%, less than FDSVX's 12.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 1.14% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDSVX Fidelity Growth Discovery Fund | 12.92% | 12.81% | 2.55% | 3.65% | 13.46% | 9.65% | 4.28% | 5.02% | 4.94% | 0.09% | 0.16% | 0.09% |
Drawdowns
FKASX vs. FDSVX - Drawdown Comparison
The maximum FKASX drawdown since its inception was -61.47%, 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. For additional features, visit the drawdowns tool.
Volatility
FKASX vs. FDSVX - Volatility Comparison
Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 5.89% compared to Fidelity Growth Discovery Fund (FDSVX) at 4.52%. 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.