CSPFX
Price
$74.60
Change
-$0.18 (-0.24%)
Updated
Aug 15 closing price
Net Assets
80.31B
FHESX
Price
$14.43
Change
-$0.12 (-0.82%)
Updated
Aug 14 closing price
Net Assets
103.45M
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CSPFX vs FHESX

Header iconCSPFX vs FHESX Comparison
Open Charts CSPFX vs FHESXBanner chart's image
American Funds SMALLCAP World 529F
Price$74.60
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
Federated Hermes SDG Engagement Eq IS
Price$14.43
Change-$0.12 (-0.82%)
VolumeN/A
Net Assets103.45M
CSPFX vs FHESX Comparison Chart in %
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CSPFX vs. FHESX commentary
Aug 18, 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 Hold and FHESX is a Buy.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 80.3B vs. FHESX (103M). FHESX pays higher dividends than CSPFX: FHESX (1.27) vs CSPFX (0.72). 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 : 10.39 vs. FHESX (4.49). FHESX return over 5 years is better than : 41.65 vs. CSPFX (16.27).
CSPFXFHESXCSPFX / FHESX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence23 years7 years-
Gain YTD9.7576.181158%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets80.3B103M77,961%
Annual Yield % from dividends0.721.2757%
Returns for 1 year10.394.49231%
Returns for 3 years22.2118.60119%
Returns for 5 years16.2741.6539%
Returns for 10 years54.61N/A-
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