KAUFX vs. MXMGX
KAUFX (Federated Hermes Kaufmann Fd) and MXMGX (Great-West T. Rowe Price Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, KAUFX returned 11.71%/yr vs 8.98%/yr for MXMGX. Their correlation of 0.83 means they have usually moved in the same direction. KAUFX charges 1.96%/yr vs 1.02%/yr for MXMGX.
Performance
KAUFX vs. MXMGX - Performance Comparison
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Returns By Period
In the year-to-date period, KAUFX achieves a 12.10% return, which is significantly higher than MXMGX's 5.45% return. Over the past 10 years, KAUFX has outperformed MXMGX with an annualized return of 11.71%, while MXMGX has yielded a comparatively lower 8.98% annualized return.
KAUFX
- 1D
- 2.27%
- 1M
- -0.79%
- 6M
- 14.96%
- YTD
- 12.10%
- 1Y
- 13.10%
- 3Y*
- 19.84%
- 5Y*
- 4.66%
- 10Y*
- 11.71%
- ALL TIME*
- 11.76%
MXMGX
- 1D
- 1.98%
- 1M
- 0.95%
- 6M
- 5.21%
- YTD
- 5.45%
- 1Y
- 7.10%
- 3Y*
- 7.54%
- 5Y*
- 2.25%
- 10Y*
- 8.98%
- ALL TIME*
- 6.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
KAUFX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 12.10% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 5.45% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
Correlation
The correlation between KAUFX and MXMGX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1997 | 0.83 |
Over the past year, the correlation between KAUFX and MXMGX has dropped to 0.34 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
KAUFX vs. MXMGX — Risk / Return Rank
KAUFX
MXMGX
KAUFX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KAUFX | MXMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.09 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.65 | +0.24 |
| Martin ratioReturn relative to average drawdown | 3.19 | 2.15 | +1.04 |
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Drawdowns
KAUFX vs. MXMGX - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for KAUFX and MXMGX.
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Drawdown Indicators
| KAUFX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -60.97% | +6.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -10.29% | -4.54% |
Max Drawdown (3Y)Largest decline over 3 years | -22.58% | -23.17% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -32.33% | -8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -35.88% | -4.88% |
Current DrawdownCurrent decline from peak | -2.33% | 0.00% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -11.74% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 3.09% | +1.02% |
Volatility
KAUFX vs. MXMGX - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 6.91% compared to Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) at 3.51%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 3.51% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 10.71% | +5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 13.75% | +5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.31% | 19.08% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 18.91% | +2.03% |
KAUFX vs. MXMGX - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than MXMGX's 1.02% expense ratio.
Dividends
KAUFX vs. MXMGX - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 9.60%, more than MXMGX's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 9.60% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.59% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
Frequently Asked Questions
KAUFX and MXMGX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KAUFX has higher volatility (6.91%) compared to MXMGX (3.51%). In terms of maximum drawdown, KAUFX dropped -54.66% vs MXMGX's -60.97%.
KAUFX currently has the higher Sharpe Ratio (0.69 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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