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:
0.46
SVSPX:
1.02
FKASX:
0.73
SVSPX:
1.33
FKASX:
1.09
SVSPX:
1.21
FKASX:
0.24
SVSPX:
0.73
FKASX:
1.77
SVSPX:
4.27
FKASX:
5.07%
SVSPX:
3.50%
FKASX:
19.48%
SVSPX:
14.59%
FKASX:
-61.47%
SVSPX:
-86.30%
FKASX:
-31.03%
SVSPX:
-8.04%
Returns By Period
In the year-to-date period, FKASX achieves a 4.85% return, which is significantly higher than SVSPX's 2.77% return. Over the past 10 years, FKASX has outperformed SVSPX with an annualized return of 7.42%, while SVSPX has yielded a comparatively lower 5.48% annualized return.
FKASX
4.85%
4.85%
6.99%
8.59%
2.37%
7.42%
SVSPX
2.77%
2.77%
5.22%
15.37%
5.29%
5.48%
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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 1.06%, less than SVSPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKASX Federated Hermes Kaufmann Small Cap Fund | 1.06% | 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 | 1.22% | 1.25% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 2.92% |
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 5.20% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 3.99%. 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.