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FKAIX vs VSGAX
FKAIX vs VSGAX Comparison
Open Charts FKAIX vs VSGAX
Federated Hermes Kaufmann Small Cap IS
Price$49.76
Change-$2.13 (-4.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
FKAIX vs VSGAX Comparison Chart
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FKAIX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. FKAIX (3.92B). VSGAX pays higher dividends than FKAIX: VSGAX (0.66) vs FKAIX (0.26). FKAIX was incepted earlier than VSGAX: FKAIX (9 years) vs VSGAX (13 years). FKAIX is a more actively managed with annual turnover of: 31.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than FKAIX: VSGAX (3000) vs FKAIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 24.05 vs. FKAIX (11.21). VSGAX return over 5 years is better than : 49.70 vs. FKAIX (18.92).
| FKAIX | VSGAX | FKAIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.013 | 22.062 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 40.7B | 10% |
| Annual Yield % from dividends | 0.26 | 0.66 | 40% |
| Returns for 1 year | 11.21 | 24.05 | 47% |
| Returns for 3 years | -11.05 | 8.33 | -133% |
| Returns for 5 years | 18.92 | 49.70 | 38% |
| Returns for 10 years | N/A | 140.15 | - |
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