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FKAIX vs VEXPX
FKAIX vs VEXPX Comparison
Open Charts FKAIX vs VEXPX
Federated Hermes Kaufmann Small Cap IS
Price$44.31
Change+$1.14 (+2.64%)
VolumeN/A
Net Assets2.92B
FKAIX vs VEXPX Comparison Chart
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FKAIX vs. VEXPX commentary
Apr 25, 2025
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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. FKAIX (2.92B). FKAIX pays higher dividends than VEXPX: FKAIX (1.65) vs VEXPX (0.44). FKAIX was incepted earlier than VEXPX: FKAIX (9 years) vs VEXPX (57 years). FKAIX (1.02) is less costly to investors than VEXPX (0.45). VEXPX (35.00) and FKAIX (34.00) have comparable annual turnover. VEXPX has a lower initial minimum investment than FKAIX: VEXPX (3000) vs FKAIX (1000000). FKAIX annual gain was more profitable for investors over the last year : -8.74 vs. VEXPX (-11.34). VEXPX return over 5 years is better than : 17.57 vs. FKAIX (6.77).
| FKAIX | VEXPX | FKAIX / VEXPX | |
| Total Expense Ratio | 0.90 | 0.45 | 200% |
| Annual Report Gross Expense Ratio | 1.02 | 0.45 | 227% |
| Fund Existence | 9 years | 57 years | - |
| Gain YTD | -11.790 | -13.406 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 19.8B | 15% |
| Annual Yield % from dividends | 1.65 | 0.44 | 379% |
| Returns for 1 year | -8.74 | -11.34 | 77% |
| Returns for 3 years | -7.19 | -9.04 | 79% |
| Returns for 5 years | 6.77 | 17.57 | 39% |
| Returns for 10 years | N/A | 0.75 | - |
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