Ad is loading...
FKAIX vs VEXPX
FKAIX vs VEXPX Comparison
Open Charts FKAIX vs VEXPX
Federated Hermes Kaufmann Small Cap IS
Price$43.16
Change-$1.76 (-3.92%)
VolumeN/A
Net Assets3.22B
FKAIX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FKAIX vs. VEXPX commentary
Mar 11, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. FKAIX (3.22B). FKAIX pays higher dividends than VEXPX: FKAIX (1.51) vs VEXPX (0.41). 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). VEXPX annual gain was more profitable for investors over the last year : -8.03 vs. FKAIX (-9.22). VEXPX return over 5 years is better than : 15.47 vs. FKAIX (6.96).
| 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 | -8.214 | -6.420 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 21.4B | 15% |
| Annual Yield % from dividends | 1.51 | 0.41 | 370% |
| Returns for 1 year | -9.22 | -8.03 | 115% |
| Returns for 3 years | -1.56 | -0.09 | 1,785% |
| Returns for 5 years | 6.96 | 15.47 | 45% |
| Returns for 10 years | N/A | 12.93 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers