FKASX vs. SVSPX
Compare and contrast key facts about Federated Hermes Kaufmann Small Cap Fund (FKASX) and State Street S&P 500 Index Fund Class N (SVSPX).
FKASX is managed by Federated. It was launched on Dec 18, 2002. SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKASX or SVSPX.
Correlation
The correlation between FKASX and SVSPX is 0.81, 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. SVSPX - Performance Comparison
Key characteristics
FKASX:
-0.35
SVSPX:
0.55
FKASX:
-0.34
SVSPX:
0.77
FKASX:
0.96
SVSPX:
1.12
FKASX:
-0.18
SVSPX:
0.45
FKASX:
-1.15
SVSPX:
1.93
FKASX:
5.97%
SVSPX:
4.20%
FKASX:
19.79%
SVSPX:
14.74%
FKASX:
-61.47%
SVSPX:
-86.30%
FKASX:
-37.71%
SVSPX:
-10.85%
Returns By Period
In the year-to-date period, FKASX achieves a -5.30% return, which is significantly lower than SVSPX's -0.37% return. Over the past 10 years, FKASX has outperformed SVSPX with an annualized return of 5.61%, while SVSPX has yielded a comparatively lower 5.02% annualized return.
FKASX
-5.30%
-9.68%
-9.05%
-7.94%
0.55%
5.61%
SVSPX
-0.37%
-3.06%
-3.57%
6.67%
5.24%
5.02%
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FKASX vs. SVSPX - Expense Ratio Comparison
FKASX has a 1.36% expense ratio, which is higher than SVSPX's 0.16% expense ratio.
Risk-Adjusted Performance
FKASX vs. SVSPX — Risk-Adjusted Performance Rank
FKASX
SVSPX
FKASX vs. SVSPX - Risk-Adjusted Performance Comparison
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.
Dividends
FKASX vs. SVSPX - Dividend Comparison
FKASX's dividend yield for the trailing twelve months is around 1.18%, less than SVSPX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 1.18% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVSPX State Street S&P 500 Index Fund Class N | 1.26% | 1.25% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% |
Drawdowns
FKASX vs. SVSPX - Drawdown Comparison
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.
Volatility
FKASX vs. SVSPX - Volatility Comparison
Federated Hermes Kaufmann Small Cap Fund (FKASX) has a higher volatility of 6.35% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 4.03%. This indicates that FKASX's price experiences larger fluctuations and is considered to be riskier than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.