FKASX vs. SVSPX

In the year-to-date period, FKASX achieves a 5.70% return, which is significantly lower than SVSPX's 18.28% return. Both investments have delivered pretty close results over the past 10 years, with FKASX having a 5.02% annualized return and SVSPX not far ahead at 5.25%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FKASX has a 1.36% expense ratio, which is higher than SVSPX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Small Cap Fund (FKASX) and State Street S&P 500 Index Fund Class N (SVSPX). 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 0.34, which is lower than the SVSPX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of FKASX and SVSPX, 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 has not paid dividends to shareholders, while SVSPX's dividend yield for the trailing twelve months is around 0.89%.

The maximum FKASX drawdown since its inception was -61.47%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for FKASX and SVSPX. For additional features, visit the drawdowns tool.

Federated Hermes Kaufmann Small Cap Fund (FKASX) and State Street S&P 500 Index Fund Class N (SVSPX) have volatilities of 8.10% and 8.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.