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FKALX vs VEXRX
FKALX vs VEXRX Comparison
Open Charts FKALX vs VEXRX
Federated Hermes Kaufmann Small Cap R6
Price$41.23
Change-$2.77 (-6.30%)
VolumeN/A
Net Assets3.09B
FKALX vs VEXRX Comparison Chart
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FKALX vs. VEXRX commentary
Apr 04, 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 FKALX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. FKALX (3.09B). FKALX pays higher dividends than VEXRX: FKALX (1.68) vs VEXRX (0.56). FKALX was incepted earlier than VEXRX: FKALX (8 years) vs VEXRX (23 years). FKALX (0.92) is less costly to investors than VEXRX (0.34). VEXRX (35.00) and FKALX (34.00) have comparable annual turnover. FKALX has a lower initial minimum investment than VEXRX: FKALX (0) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -8.14 vs. FKALX (-10.38). VEXRX return over 5 years is better than : 51.26 vs. FKALX (31.40).
| FKALX | VEXRX | FKALX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.34 | 262% |
| Annual Report Gross Expense Ratio | 0.92 | 0.34 | 271% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -9.316 | -7.057 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 21.4B | 14% |
| Annual Yield % from dividends | 1.68 | 0.56 | 298% |
| Returns for 1 year | -10.38 | -8.14 | 128% |
| Returns for 3 years | -13.52 | -8.48 | 159% |
| Returns for 5 years | 31.40 | 51.26 | 61% |
| Returns for 10 years | N/A | 8.13 | - |
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