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:
-0.49
SVSPX:
-0.12
FKASX:
-0.54
SVSPX:
-0.03
FKASX:
0.93
SVSPX:
1.00
FKASX:
-0.26
SVSPX:
-0.10
FKASX:
-1.27
SVSPX:
-0.34
FKASX:
9.74%
SVSPX:
6.94%
FKASX:
25.28%
SVSPX:
20.18%
FKASX:
-61.47%
SVSPX:
-86.30%
FKASX:
-43.93%
SVSPX:
-19.49%
Returns By Period
In the year-to-date period, FKASX achieves a -14.76% return, which is significantly lower than SVSPX's -10.03% return. Both investments have delivered pretty close results over the past 10 years, with FKASX having a 3.99% annualized return and SVSPX not far behind at 3.88%.
FKASX
-14.76%
-7.31%
-20.78%
-12.00%
0.55%
3.99%
SVSPX
-10.03%
-6.99%
-15.94%
-2.18%
3.61%
3.88%
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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 1.31%, less than SVSPX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 1.31% | 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 | 1.41% | 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 15.37% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 13.68%. 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.