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FHEQX vs FSFWX
FHEQX vs FSFWX Comparison
Open Charts FHEQX vs FSFWX
Federated Hermes SDG Engagement Eq A
Price$13.69
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets98.17M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
FHEQX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. FHEQX (98.2M). FHEQX pays higher dividends than FSFWX: FHEQX (1.02) vs FSFWX (0.88). FHEQX was incepted earlier than FSFWX: FHEQX (6 years) vs FSFWX (5 years). FHEQX (1.51) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). FSFWX has a lower initial minimum investment than FHEQX: FSFWX (250) vs FHEQX (1500). FSFWX annual gain was more profitable for investors over the last year : 6.93 vs. FHEQX (-2.28). FHEQX return over 5 years is better than : 23.40 vs. FSFWX (7.14).
| FHEQX | FSFWX | FHEQX / FSFWX | |
| Total Expense Ratio | 1.19 | 0.71 | 168% |
| Annual Report Gross Expense Ratio | 1.51 | 0.71 | 213% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 1.695 | 10.245 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 81.8B | 0% |
| Annual Yield % from dividends | 1.02 | 0.88 | 117% |
| Returns for 1 year | -2.28 | 6.93 | -33% |
| Returns for 3 years | 20.31 | 31.20 | 65% |
| Returns for 5 years | 23.40 | 7.14 | 328% |
| Returns for 10 years | N/A | N/A | - |
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