QISCX vs. FSSAX

In the year-to-date period, QISCX achieves a -15.55% return, which is significantly higher than FSSAX's -17.20% return. Over the past 10 years, QISCX has outperformed FSSAX with an annualized return of 3.56%, while FSSAX has yielded a comparatively lower 0.50% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Core Fund (QISCX) and Franklin Small Cap Growth Fund (FSSAX). 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 QISCX Sharpe Ratio is -0.04, which is higher than the FSSAX Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of QISCX and FSSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QISCX's dividend yield for the trailing twelve months is around 0.42%, while FSSAX has not paid dividends to shareholders.

The maximum QISCX drawdown since its inception was -68.05%, roughly equal to the maximum FSSAX drawdown of -67.18%. Use the drawdown chart below to compare losses from any high point for QISCX and FSSAX. For additional features, visit the drawdowns tool.

The current volatility for Federated Hermes MDT Small Cap Core Fund (QISCX) is 13.69%, while Franklin Small Cap Growth Fund (FSSAX) has a volatility of 15.75%. This indicates that QISCX experiences smaller price fluctuations and is considered to be less risky than FSSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.