SVAIX vs. KAUFX
Compare and contrast key facts about Federated Hermes Strategic Value Dividend Fund (SVAIX) and Federated Hermes Kaufmann Fd (KAUFX).
SVAIX is managed by Federated. It was launched on Mar 30, 2005. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
SVAIX vs. KAUFX - Performance Comparison
Loading graphics...
SVAIX vs. KAUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 8.28% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
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% |
Returns By Period
In the year-to-date period, SVAIX achieves a 8.28% return, which is significantly higher than KAUFX's -12.10% return. Over the past 10 years, SVAIX has underperformed KAUFX with an annualized return of 8.37%, while KAUFX has yielded a comparatively higher 10.30% annualized return.
SVAIX
- 1D
- 0.29%
- 1M
- -3.41%
- YTD
- 8.28%
- 6M
- 10.68%
- 1Y
- 16.18%
- 3Y*
- 13.50%
- 5Y*
- 11.56%
- 10Y*
- 8.37%
KAUFX
- 1D
- -1.00%
- 1M
- -12.26%
- YTD
- -12.10%
- 6M
- -12.45%
- 1Y
- 8.18%
- 3Y*
- 13.08%
- 5Y*
- 1.76%
- 10Y*
- 10.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SVAIX vs. KAUFX - Expense Ratio Comparison
SVAIX has a 0.81% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
SVAIX vs. KAUFX — Risk / Return Rank
SVAIX
KAUFX
SVAIX vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Strategic Value Dividend Fund (SVAIX) and Federated Hermes Kaufmann Fd (KAUFX). 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.
| SVAIX | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.29 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.05 | 0.54 | +1.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.08 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.33 | +1.31 |
Martin ratioReturn relative to average drawdown | 7.78 | 1.33 | +6.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SVAIX | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.29 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.09 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.50 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.56 | -0.04 |
Correlation
The correlation between SVAIX and KAUFX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SVAIX vs. KAUFX - Dividend Comparison
SVAIX's dividend yield for the trailing twelve months is around 5.98%, less than KAUFX's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.98% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
KAUFX Federated Hermes Kaufmann Fd | 12.24% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
Drawdowns
SVAIX vs. KAUFX - Drawdown Comparison
The maximum SVAIX drawdown since its inception was -50.62%, smaller than the maximum KAUFX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for SVAIX and KAUFX.
Loading graphics...
Drawdown Indicators
| SVAIX | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -54.66% | +4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -14.83% | +3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.13% | -40.76% | +24.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.53% | -40.76% | +4.23% |
Current DrawdownCurrent decline from peak | -3.68% | -14.83% | +11.15% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -11.23% | +3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 3.65% | -0.99% |
Volatility
SVAIX vs. KAUFX - Volatility Comparison
The current volatility for Federated Hermes Strategic Value Dividend Fund (SVAIX) is 2.80%, while Federated Hermes Kaufmann Fd (KAUFX) has a volatility of 6.03%. This indicates that SVAIX experiences smaller price fluctuations and is considered to be less risky than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SVAIX | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 6.03% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.96% | 12.83% | -5.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 19.11% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.57% | 20.85% | -7.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 20.73% | -5.31% |