Interact to see
Advertisement
Advertisement
FHEQX vs FSFWX
FHEQX vs FSFWX Comparison
Open Charts FHEQX vs FSFWX
Federated Hermes SDG Engagement Eq A
Price$14.11
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets101.56M
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
FHEQX vs FSFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. FHEQX (102M). FHEQX pays higher dividends than FSFWX: FHEQX (1.04) vs FSFWX (0.92). 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 : 10.18 vs. FHEQX (1.91).
| 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 | 3.979 | 9.758 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 79.8B | 0% |
| Annual Yield % from dividends | 1.04 | 0.92 | 113% |
| Returns for 1 year | 1.91 | 10.18 | 19% |
| Returns for 3 years | 22.70 | 33.99 | 67% |
| Returns for 5 years | 42.61 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers