CSPFX
Price
$74.51
Change
+$0.37 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
FHESX
Price
$14.15
Change
+$0.02 (+0.14%)
Updated
Jul 25 closing price
Net Assets
101.56M
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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$74.51
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Federated Hermes SDG Engagement Eq IS
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets101.56M
CSPFX vs FHESX Comparison Chart in %
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CSPFX vs. FHESX commentary
Jul 28, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.8B vs. FHESX (102M). FHESX pays higher dividends than CSPFX: FHESX (1.29) 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 : 9.96 vs. FHESX (2.10). FHESX return over 5 years is better than : 44.33 vs. CSPFX (20.72).
CSPFXFHESXCSPFX / FHESX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence23 years7 years-
Gain YTD9.6254.121234%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets79.8B102M78,235%
Annual Yield % from dividends0.721.2956%
Returns for 1 year9.962.10475%
Returns for 3 years33.2523.52141%
Returns for 5 years20.7244.3347%
Returns for 10 years53.06N/A-
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