KAUFX vs. BARAX
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Baron Asset Fund (BARAX).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Performance
KAUFX vs. BARAX - Performance Comparison
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KAUFX vs. BARAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | -8.19% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
Returns By Period
The year-to-date returns for both investments are quite close, with KAUFX having a -8.19% return and BARAX slightly higher at -7.87%. Both investments have delivered pretty close results over the past 10 years, with KAUFX having a 10.78% annualized return and BARAX not far behind at 10.32%.
KAUFX
- 1D
- 4.45%
- 1M
- -7.69%
- YTD
- -8.19%
- 6M
- -8.41%
- 1Y
- 12.99%
- 3Y*
- 14.74%
- 5Y*
- 2.30%
- 10Y*
- 10.78%
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
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KAUFX vs. BARAX - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than BARAX's 1.29% expense ratio.
Return for Risk
KAUFX vs. BARAX — Risk / Return Rank
KAUFX
BARAX
KAUFX vs. BARAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Baron Asset Fund (BARAX). 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.
| KAUFX | BARAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.13 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.35 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.04 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.36 | +0.32 |
Martin ratioReturn relative to average drawdown | 2.89 | 0.90 | +1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KAUFX | BARAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.13 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.07 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.08 |
Correlation
The correlation between KAUFX and BARAX is 0.77, 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.
Dividends
KAUFX vs. BARAX - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 11.72%, less than BARAX's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 11.72% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
Drawdowns
KAUFX vs. BARAX - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, smaller than the maximum BARAX drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for KAUFX and BARAX.
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Drawdown Indicators
| KAUFX | BARAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -59.71% | +5.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -11.12% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -37.53% | -3.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -37.53% | -3.23% |
Current DrawdownCurrent decline from peak | -11.03% | -9.28% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -11.44% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 4.44% | -0.92% |
Volatility
KAUFX vs. BARAX - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 7.82% compared to Baron Asset Fund (BARAX) at 3.90%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | BARAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 3.90% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 11.83% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 19.02% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 19.56% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 19.79% | +0.99% |