KAUFX vs. SWAGX
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KAUFX or SWAGX.
Correlation
The correlation between KAUFX and SWAGX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KAUFX vs. SWAGX - Performance Comparison
Key characteristics
KAUFX:
0.48
SWAGX:
0.54
KAUFX:
0.69
SWAGX:
0.80
KAUFX:
1.11
SWAGX:
1.10
KAUFX:
0.27
SWAGX:
0.22
KAUFX:
1.68
SWAGX:
1.30
KAUFX:
5.61%
SWAGX:
2.30%
KAUFX:
19.80%
SWAGX:
5.54%
KAUFX:
-64.45%
SWAGX:
-18.84%
KAUFX:
-28.20%
SWAGX:
-9.01%
Returns By Period
In the year-to-date period, KAUFX achieves a 4.51% return, which is significantly higher than SWAGX's 0.23% return.
KAUFX
4.51%
3.02%
1.05%
8.02%
-1.36%
0.07%
SWAGX
0.23%
0.92%
0.73%
2.64%
-0.69%
N/A
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KAUFX vs. SWAGX - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Risk-Adjusted Performance
KAUFX vs. SWAGX — Risk-Adjusted Performance Rank
KAUFX
SWAGX
KAUFX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
KAUFX vs. SWAGX - Dividend Comparison
KAUFX has not paid dividends to shareholders, while SWAGX's dividend yield for the trailing twelve months is around 3.87%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.87% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% |
Drawdowns
KAUFX vs. SWAGX - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -64.45%, which is greater than SWAGX's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for KAUFX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
KAUFX vs. SWAGX - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 5.78% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 1.45%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.