CSPFX
Price
$75.04
Change
-$0.77 (-1.02%)
Updated
Sep 25 closing price
Net Assets
81.26B
FHESX
Price
$14.10
Change
-$0.12 (-0.84%)
Updated
Sep 25 closing price
Net Assets
101M
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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$75.04
Change-$0.77 (-1.02%)
VolumeN/A
Net Assets81.26B
Federated Hermes SDG Engagement Eq IS
Price$14.10
Change-$0.12 (-0.84%)
VolumeN/A
Net Assets101M
CSPFX vs FHESX Comparison Chart in %
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CSPFX vs. FHESX commentary
Sep 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 81.3B vs. FHESX (101M). FHESX pays higher dividends than CSPFX: FHESX (1.22) vs CSPFX (0.70). 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 : 6.88 vs. FHESX (-1.13). FHESX return over 5 years is better than : 44.62 vs. CSPFX (16.99).
CSPFXFHESXCSPFX / FHESX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence23 years7 years-
Gain YTD10.4054.636224%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets81.3B101M80,495%
Annual Yield % from dividends0.701.2257%
Returns for 1 year6.88-1.13-608%
Returns for 3 years45.9040.09114%
Returns for 5 years16.9944.6238%
Returns for 10 years72.81N/A-
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