Ad is loading...
FKAIX vs VEXPX
FKAIX vs VEXPX Comparison
Open Charts FKAIX vs VEXPX
Federated Hermes Kaufmann Small Cap IS
Price$52.66
Change-$0.16 (-0.30%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FKAIX vs VEXPX Comparison Chart
Loading...
FKAIX vs. VEXPX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FKAIX is a StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. FKAIX (4.05B). VEXPX pays higher dividends than FKAIX: VEXPX (0.48) vs FKAIX (0.26). FKAIX was incepted earlier than VEXPX: FKAIX (9 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. FKAIX (31.00). VEXPX has a lower initial minimum investment than FKAIX: VEXPX (3000) vs FKAIX (1000000). VEXPX annual gain was more profitable for investors over the last year : 24.36 vs. FKAIX (22.44). FKAIX return over 5 years is better than : 27.02 vs. VEXPX (20.26).
| FKAIX | VEXPX | FKAIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | 10.630 | 10.554 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 22.6B | 18% |
| Annual Yield % from dividends | 0.26 | 0.48 | 54% |
| Returns for 1 year | 22.44 | 24.36 | 92% |
| Returns for 3 years | -25.81 | -15.69 | 165% |
| Returns for 5 years | 27.02 | 20.26 | 133% |
| Returns for 10 years | N/A | 20.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers