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FKAIX vs VSGAX
FKAIX vs VSGAX Comparison
Open Charts FKAIX vs VSGAX
Federated Hermes Kaufmann Small Cap IS
Price$48.70
Change-$1.52 (-3.03%)
VolumeN/A
Net Assets3.64B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
FKAIX vs VSGAX Comparison Chart
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FKAIX vs. VSGAX commentary
Feb 22, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. FKAIX (3.64B). 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 : 19.90 vs. FKAIX (4.60). VSGAX return over 5 years is better than : 41.53 vs. FKAIX (7.11).
| 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 | 2.615 | 4.013 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 39.6B | 9% |
| Annual Yield % from dividends | 0.26 | 0.66 | 40% |
| Returns for 1 year | 4.60 | 19.90 | 23% |
| Returns for 3 years | 3.87 | 22.76 | 17% |
| Returns for 5 years | 7.11 | 41.53 | 17% |
| Returns for 10 years | N/A | 125.56 | - |
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