VSFAX vs. FGSAX
Compare and contrast key facts about Federated Hermes Clover Small Value Fund (VSFAX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX).
VSFAX is managed by Federated. It was launched on Feb 28, 1996. FGSAX is managed by Federated. It was launched on Aug 23, 1984.
Performance
VSFAX vs. FGSAX - Performance Comparison
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VSFAX vs. FGSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSFAX Federated Hermes Clover Small Value Fund | 0.08% | 7.53% | 20.49% | 10.43% | -8.82% | 30.14% | 9.13% | 19.67% | -18.43% | 12.06% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | -6.56% | 10.54% | 32.97% | 27.05% | -24.60% | 22.39% | 35.50% | 27.95% | -3.23% | 24.38% |
Returns By Period
In the year-to-date period, VSFAX achieves a 0.08% return, which is significantly higher than FGSAX's -6.56% return. Over the past 10 years, VSFAX has underperformed FGSAX with an annualized return of 9.58%, while FGSAX has yielded a comparatively higher 13.87% annualized return.
VSFAX
- 1D
- 2.56%
- 1M
- -5.51%
- YTD
- 0.08%
- 6M
- 2.81%
- 1Y
- 13.97%
- 3Y*
- 12.38%
- 5Y*
- 6.95%
- 10Y*
- 9.58%
FGSAX
- 1D
- 3.29%
- 1M
- -5.16%
- YTD
- -6.56%
- 6M
- -8.51%
- 1Y
- 11.71%
- 3Y*
- 16.75%
- 5Y*
- 9.60%
- 10Y*
- 13.87%
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VSFAX vs. FGSAX - Expense Ratio Comparison
VSFAX has a 1.14% expense ratio, which is lower than FGSAX's 1.15% expense ratio.
Return for Risk
VSFAX vs. FGSAX — Risk / Return Rank
VSFAX
FGSAX
VSFAX vs. FGSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Clover Small Value Fund (VSFAX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX). 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.
| VSFAX | FGSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.57 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.97 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.65 | +0.22 |
Martin ratioReturn relative to average drawdown | 3.27 | 2.04 | +1.23 |
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
| VSFAX | FGSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.57 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.43 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.62 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.47 | -0.24 |
Correlation
The correlation between VSFAX and FGSAX is 0.79, 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
VSFAX vs. FGSAX - Dividend Comparison
VSFAX's dividend yield for the trailing twelve months is around 3.45%, less than FGSAX's 5.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSFAX Federated Hermes Clover Small Value Fund | 3.45% | 3.45% | 20.39% | 2.91% | 9.15% | 8.62% | 0.11% | 0.35% | 23.83% | 16.53% | 2.33% | 2.20% |
FGSAX Federated Hermes MDT Mid Cap Growth Fund | 5.27% | 4.92% | 4.32% | 0.00% | 2.31% | 25.75% | 7.07% | 8.13% | 14.46% | 13.93% | 0.89% | 25.34% |
Drawdowns
VSFAX vs. FGSAX - Drawdown Comparison
The maximum VSFAX drawdown since its inception was -78.14%, which is greater than FGSAX's maximum drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for VSFAX and FGSAX.
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Drawdown Indicators
| VSFAX | FGSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.14% | -66.17% | -11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -13.73% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -30.07% | -35.79% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -48.57% | -37.19% | -11.38% |
Current DrawdownCurrent decline from peak | -7.56% | -10.89% | +3.33% |
Average DrawdownAverage peak-to-trough decline | -20.96% | -16.19% | -4.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 4.41% | -0.69% |
Volatility
VSFAX vs. FGSAX - Volatility Comparison
The current volatility for Federated Hermes Clover Small Value Fund (VSFAX) is 5.92%, while Federated Hermes MDT Mid Cap Growth Fund (FGSAX) has a volatility of 6.50%. This indicates that VSFAX experiences smaller price fluctuations and is considered to be less risky than FGSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSFAX | FGSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 6.50% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 14.19% | -1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 20.64% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.41% | 22.43% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.03% | 22.32% | +1.71% |