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FKAIX vs VEXRX
FKAIX vs VEXRX Comparison
Open Charts FKAIX vs VEXRX
Federated Hermes Kaufmann Small Cap IS
Price$49.76
Change-$2.13 (-4.10%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$113.98
Change-$4.46 (-3.77%)
VolumeN/A
CapitalizationN/A
FKAIX vs VEXRX Comparison Chart
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FKAIX vs. VEXRX commentary
Dec 19, 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 Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. FKAIX (3.92B). VEXRX pays higher dividends than FKAIX: VEXRX (0.58) vs FKAIX (0.26). FKAIX was incepted earlier than VEXRX: FKAIX (9 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. FKAIX (31.00). VEXRX has a lower initial minimum investment than FKAIX: VEXRX (50000) vs FKAIX (1000000). VEXRX annual gain was more profitable for investors over the last year : 17.14 vs. FKAIX (11.21). VEXRX return over 5 years is better than : 22.14 vs. FKAIX (18.92).
| FKAIX | VEXRX | FKAIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.013 | 14.734 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 23.9B | 16% |
| Annual Yield % from dividends | 0.26 | 0.58 | 45% |
| Returns for 1 year | 11.21 | 17.14 | 65% |
| Returns for 3 years | -11.05 | -11.87 | 93% |
| Returns for 5 years | 18.92 | 22.14 | 85% |
| Returns for 10 years | N/A | 37.47 | - |
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