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FKAIX vs VEXRX
FKAIX vs VEXRX Comparison
Open Charts FKAIX vs VEXRX
Federated Hermes Kaufmann Small Cap IS
Price$44.38
Change+$1.01 (+2.33%)
VolumeN/A
Net Assets3.03B
FKAIX vs VEXRX Comparison Chart
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FKAIX vs. VEXRX commentary
Apr 03, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. FKAIX (3.03B). FKAIX pays higher dividends than VEXRX: FKAIX (1.65) vs VEXRX (0.56). FKAIX was incepted earlier than VEXRX: FKAIX (9 years) vs VEXRX (23 years). FKAIX (1.02) is less costly to investors than VEXRX (0.34). VEXRX (35.00) and FKAIX (34.00) have comparable annual turnover. 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 : -9.28 vs. FKAIX (-9.81). VEXRX return over 5 years is better than : 48.79 vs. FKAIX (31.45).
| FKAIX | VEXRX | FKAIX / VEXRX | |
| Total Expense Ratio | 0.90 | 0.34 | 265% |
| Annual Report Gross Expense Ratio | 1.02 | 0.34 | 300% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -9.318 | -8.573 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 21.4B | 14% |
| Annual Yield % from dividends | 1.65 | 0.56 | 294% |
| Returns for 1 year | -9.81 | -9.28 | 106% |
| Returns for 3 years | -12.45 | -9.60 | 130% |
| Returns for 5 years | 31.45 | 48.79 | 64% |
| Returns for 10 years | N/A | 7.01 | - |
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