FKASX vs. KAUFX
Compare and contrast key facts about Federated Hermes Kaufmann Small Cap Fund (FKASX) and Federated Hermes Kaufmann Fd (KAUFX).
FKASX is managed by Federated. It was launched on Dec 18, 2002. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
FKASX vs. KAUFX - Performance Comparison
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FKASX vs. KAUFX - 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% |
KAUFX Federated Hermes Kaufmann Fd | -12.10% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
Returns By Period
In the year-to-date period, FKASX achieves a -11.05% return, which is significantly higher than KAUFX's -12.10% return. Over the past 10 years, FKASX has outperformed KAUFX with an annualized return of 11.89%, while KAUFX has yielded a comparatively lower 10.30% 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%
KAUFX
- 1D
- -1.00%
- 1M
- -12.26%
- YTD
- -12.10%
- 6M
- -12.45%
- 1Y
- 8.18%
- 3Y*
- 13.08%
- 5Y*
- 1.76%
- 10Y*
- 10.30%
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FKASX vs. KAUFX - Expense Ratio Comparison
FKASX has a 1.36% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
FKASX vs. KAUFX — Risk / Return Rank
FKASX
KAUFX
FKASX vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and Federated Hermes Kaufmann Fd (KAUFX). 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 | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.29 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.54 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.33 | +0.23 |
Martin ratioReturn relative to average drawdown | 2.22 | 1.33 | +0.89 |
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 | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.29 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.09 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.56 | -0.02 |
Correlation
The correlation between FKASX and KAUFX is 0.95, 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. KAUFX - Dividend Comparison
FKASX's dividend yield for the trailing twelve months is around 23.27%, more than KAUFX's 12.24% 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% |
KAUFX Federated Hermes Kaufmann Fd | 12.24% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Drawdowns
FKASX vs. KAUFX - Drawdown Comparison
The maximum FKASX drawdown since its inception was -60.21%, which is greater than KAUFX's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for FKASX and KAUFX.
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Drawdown Indicators
| FKASX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.21% | -54.66% | -5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -14.83% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -44.51% | -40.76% | -3.75% |
Max Drawdown (10Y)Largest decline over 10 years | -44.86% | -40.76% | -4.10% |
Current DrawdownCurrent decline from peak | -21.27% | -14.83% | -6.44% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -11.23% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.77% | 3.65% | +0.12% |
Volatility
FKASX vs. KAUFX - Volatility Comparison
Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 7.25% compared to Federated Hermes Kaufmann Fd (KAUFX) at 6.03%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKASX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 6.03% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.97% | 12.83% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 19.11% | +2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 20.85% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 20.73% | +1.47% |