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CSPFX vs FHESX
CSPFX vs FHESX Comparison
Open Charts CSPFX vs FHESX
American Funds SMALLCAP World 529F
Price$70.33
Change-$1.12 (-1.57%)
VolumeN/A
Net Assets75.47B
Federated Hermes SDG Engagement Eq IS
Price$13.34
Change-$0.24 (-1.77%)
VolumeN/A
Net Assets97.71M
CSPFX vs FHESX Comparison Chart
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CSPFX vs. FHESX commentary
Jun 16, 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 CSPFX is a StrongBuy and FHESX is a Hold.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 75.5B vs. FHESX (97.7M). FHESX pays higher dividends than CSPFX: FHESX (1.33) vs CSPFX (0.73). CSPFX was incepted earlier than FHESX: CSPFX (23 years) vs FHESX (7 years). FHESX (1.24) is less costly to investors than CSPFX (1.14). CSPFX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). CSPFX has a lower initial minimum investment than FHESX: CSPFX (250) vs FHESX (1000000). CSPFX annual gain was more profitable for investors over the last year : 4.93 vs. FHESX (-2.50). FHESX return over 5 years is better than : 43.95 vs. CSPFX (23.11).
| CSPFX | FHESX | CSPFX / FHESX | |
| Total Expense Ratio | 1.14 | 0.94 | 121% |
| Annual Report Gross Expense Ratio | 1.14 | 1.24 | 92% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 3.475 | -1.840 | -189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 97.7M | 77,277% |
| Annual Yield % from dividends | 0.73 | 1.33 | 55% |
| Returns for 1 year | 4.93 | -2.50 | -197% |
| Returns for 3 years | 30.67 | 21.08 | 146% |
| Returns for 5 years | 23.11 | 43.95 | 53% |
| Returns for 10 years | 41.48 | N/A | - |
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