CSPFX
Price
$73.86
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
FHESX
Price
$13.93
Change
+$0.05 (+0.36%)
Updated
Jul 3 closing price
Net Assets
99.92M
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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$73.86
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Federated Hermes SDG Engagement Eq IS
Price$13.93
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets99.92M
CSPFX vs FHESX Comparison Chart in %
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CSPFX vs. FHESX commentary
Jul 08, 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 Buy and FHESX is a Buy.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.1B vs. FHESX (99.9M). 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 : 10.53 vs. FHESX (2.48). FHESX return over 5 years is better than : 48.02 vs. CSPFX (22.68).
CSPFXFHESXCSPFX / FHESX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence23 years7 years-
Gain YTD8.6692.502346%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets79.1B99.9M79,179%
Annual Yield % from dividends0.721.2956%
Returns for 1 year10.532.48424%
Returns for 3 years35.6026.77133%
Returns for 5 years22.6848.0247%
Returns for 10 years50.72N/A-
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