QISCX vs. FSSAX
Compare and contrast key facts about Federated Hermes MDT Small Cap Core Fund (QISCX) and Franklin Small Cap Growth Fund (FSSAX).
QISCX is managed by Federated. It was launched on Sep 15, 2005. FSSAX is managed by Franklin Templeton. It was launched on May 1, 2000.
Performance
QISCX vs. FSSAX - Performance Comparison
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QISCX vs. FSSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | -5.22% | 14.95% | 14.82% | 20.58% | -23.14% | 30.60% | 17.00% | 18.06% | -11.63% | 15.67% |
FSSAX Franklin Small Cap Growth Fund | -7.69% | 7.88% | 13.02% | 31.05% | -30.29% | -0.24% | 41.68% | 42.14% | -3.08% | 21.32% |
Returns By Period
In the year-to-date period, QISCX achieves a -5.22% return, which is significantly higher than FSSAX's -7.69% return. Both investments have delivered pretty close results over the past 10 years, with QISCX having a 10.76% annualized return and FSSAX not far ahead at 10.94%.
QISCX
- 1D
- -1.53%
- 1M
- -9.74%
- YTD
- -5.22%
- 6M
- -2.67%
- 1Y
- 20.55%
- 3Y*
- 13.82%
- 5Y*
- 6.26%
- 10Y*
- 10.76%
FSSAX
- 1D
- -1.36%
- 1M
- -9.02%
- YTD
- -7.69%
- 6M
- -1.97%
- 1Y
- 14.20%
- 3Y*
- 10.07%
- 5Y*
- -0.60%
- 10Y*
- 10.94%
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QISCX vs. FSSAX - Expense Ratio Comparison
QISCX has a 0.89% expense ratio, which is higher than FSSAX's 0.78% expense ratio.
Return for Risk
QISCX vs. FSSAX — Risk / Return Rank
QISCX
FSSAX
QISCX vs. FSSAX - Risk-Adjusted Trends Comparison
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.
| QISCX | FSSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.53 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.92 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.59 | +0.51 |
Martin ratioReturn relative to average drawdown | 3.34 | 2.43 | +0.91 |
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
| QISCX | FSSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.53 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.02 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.32 | -0.02 |
Correlation
The correlation between QISCX and FSSAX is 0.89, 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
QISCX vs. FSSAX - Dividend Comparison
QISCX's dividend yield for the trailing twelve months is around 8.40%, more than FSSAX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | 8.40% | 7.97% | 0.35% | 0.31% | 3.77% | 15.41% | 0.44% | 0.36% | 3.81% | 4.49% | 0.85% | 12.05% |
FSSAX Franklin Small Cap Growth Fund | 8.28% | 7.64% | 0.00% | 0.00% | 0.54% | 16.49% | 9.31% | 12.17% | 22.72% | 1.77% | 0.00% | 1.92% |
Drawdowns
QISCX vs. FSSAX - Drawdown Comparison
The maximum QISCX drawdown since its inception was -68.05%, which is greater than FSSAX's maximum drawdown of -59.61%. Use the drawdown chart below to compare losses from any high point for QISCX and FSSAX.
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Drawdown Indicators
| QISCX | FSSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -59.61% | -8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -14.18% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -42.58% | +9.69% |
Max Drawdown (10Y)Largest decline over 10 years | -49.02% | -42.80% | -6.22% |
Current DrawdownCurrent decline from peak | -13.48% | -11.99% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -14.83% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 3.75% | +1.17% |
Volatility
QISCX vs. FSSAX - Volatility Comparison
The current volatility for Federated Hermes MDT Small Cap Core Fund (QISCX) is 5.66%, while Franklin Small Cap Growth Fund (FSSAX) has a volatility of 6.78%. 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.
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Volatility by Period
| QISCX | FSSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.78% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 13.63% | +3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 24.14% | -1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.26% | 24.29% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 23.91% | +0.24% |