QALGX vs. EMDIX
Compare and contrast key facts about Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) and Federated Hermes Emerging Market Debt Fund Institutional Shares (EMDIX).
QALGX is an actively managed fund by Federated Hermes. It was launched on Sep 15, 2005. EMDIX is a passively managed fund by Federated Hermes that tracks the performance of the J.P. Morgan Emerging Markets Bond Index Global Diversified. It was launched on Oct 2, 1996.
Performance
QALGX vs. EMDIX - Performance Comparison
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QALGX vs. EMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QALGX Federated Hermes MDT Large Cap Growth Fund Class A | -12.44% | 19.14% | 40.93% | 39.32% | -25.07% | 30.14% | 38.00% | 31.73% | 1.24% | 25.16% |
EMDIX Federated Hermes Emerging Market Debt Fund Institutional Shares | -2.91% | 17.32% | 6.31% | 14.65% | -16.00% | -3.01% | 5.92% | 13.28% | -5.04% | 15.06% |
Returns By Period
In the year-to-date period, QALGX achieves a -12.44% return, which is significantly lower than EMDIX's -2.91% return. Over the past 10 years, QALGX has outperformed EMDIX with an annualized return of 17.26%, while EMDIX has yielded a comparatively lower 4.21% annualized return.
QALGX
- 1D
- -0.38%
- 1M
- -8.10%
- YTD
- -12.44%
- 6M
- -9.95%
- 1Y
- 13.58%
- 3Y*
- 21.72%
- 5Y*
- 14.64%
- 10Y*
- 17.26%
EMDIX
- 1D
- -0.34%
- 1M
- -5.31%
- YTD
- -2.91%
- 6M
- 0.53%
- 1Y
- 11.22%
- 3Y*
- 10.88%
- 5Y*
- 3.31%
- 10Y*
- 4.21%
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QALGX vs. EMDIX - Expense Ratio Comparison
QALGX has a 1.00% expense ratio, which is higher than EMDIX's 0.94% expense ratio.
Return for Risk
QALGX vs. EMDIX — Risk / Return Rank
QALGX
EMDIX
QALGX vs. EMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) and Federated Hermes Emerging Market Debt Fund Institutional Shares (EMDIX). 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.
| QALGX | EMDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 2.05 | -1.51 |
Sortino ratioReturn per unit of downside risk | 0.87 | 2.59 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.46 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.81 | -1.19 |
Martin ratioReturn relative to average drawdown | 1.98 | 7.76 | -5.78 |
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
| QALGX | EMDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 2.05 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.54 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.64 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.53 | +0.01 |
Correlation
The correlation between QALGX and EMDIX is 0.32, 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.
Dividends
QALGX vs. EMDIX - Dividend Comparison
QALGX's dividend yield for the trailing twelve months is around 3.91%, more than EMDIX's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QALGX Federated Hermes MDT Large Cap Growth Fund Class A | 3.91% | 3.42% | 7.26% | 1.59% | 14.79% | 20.92% | 7.92% | 5.33% | 10.82% | 7.70% | 0.57% | 12.13% |
EMDIX Federated Hermes Emerging Market Debt Fund Institutional Shares | 1.02% | 0.29% | 2.83% | 3.13% | 5.61% | 2.17% | 3.71% | 2.08% | 4.25% | 7.78% | 3.38% | 4.17% |
Drawdowns
QALGX vs. EMDIX - Drawdown Comparison
The maximum QALGX drawdown since its inception was -53.63%, which is greater than EMDIX's maximum drawdown of -27.01%. Use the drawdown chart below to compare losses from any high point for QALGX and EMDIX.
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Drawdown Indicators
| QALGX | EMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -27.01% | -26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -15.86% | -5.72% | -10.14% |
Max Drawdown (5Y)Largest decline over 5 years | -30.12% | -27.01% | -3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.73% | -27.01% | -4.72% |
Current DrawdownCurrent decline from peak | -15.86% | -5.72% | -10.14% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -5.72% | -3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 1.34% | +3.67% |
Volatility
QALGX vs. EMDIX - Volatility Comparison
Federated Hermes MDT Large Cap Growth Fund Class A (QALGX) has a higher volatility of 5.47% compared to Federated Hermes Emerging Market Debt Fund Institutional Shares (EMDIX) at 2.66%. This indicates that QALGX's price experiences larger fluctuations and is considered to be riskier than EMDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QALGX | EMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 2.66% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 3.70% | +9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 6.04% | +13.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 6.22% | +14.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 6.61% | +14.67% |