FKASX vs. FZADX

In the year-to-date period, FKASX achieves a -1.46% return, which is significantly lower than FZADX's 0.75% return. Over the past 10 years, FKASX has outperformed FZADX with an annualized return of 5.37%, while FZADX has yielded a comparatively lower 3.90% annualized return.

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FKASX has a 1.36% expense ratio, which is higher than FZADX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX). 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 -0.06, which is lower than the FZADX Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of FKASX and FZADX, 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 1.13%, more than FZADX's 0.83% yield.

The maximum FKASX drawdown since its inception was -61.47%, which is greater than FZADX's maximum drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for FKASX and FZADX. For additional features, visit the drawdowns tool.

Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 6.57% compared to Fidelity Advisor Dividend Growth Fund Class Z (FZADX) at 4.26%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than FZADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.