FSSAX vs. QISCX

In the year-to-date period, FSSAX achieves a -6.93% return, which is significantly lower than QISCX's -6.12% return. Over the past 10 years, FSSAX has underperformed QISCX with an annualized return of 7.44%, while QISCX has yielded a comparatively higher 8.71% annualized return.

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FSSAX has a 0.78% expense ratio, which is lower than QISCX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) and Federated Hermes MDT Small Cap Core Fund (QISCX). 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 FSSAX Sharpe Ratio is 0.03, which is lower than the QISCX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of FSSAX and QISCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSSAX has not paid dividends to shareholders, while QISCX's dividend yield for the trailing twelve months is around 0.37%.

The maximum FSSAX drawdown since its inception was -59.61%, smaller than the maximum QISCX drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for FSSAX and QISCX.

Franklin Small Cap Growth Fund (FSSAX) has a higher volatility of 6.97% compared to Federated Hermes MDT Small Cap Core Fund (QISCX) at 6.63%. This indicates that FSSAX's price experiences larger fluctuations and is considered to be riskier than QISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.