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FHEQX vs FSFWX
FHEQX vs FSFWX Comparison
Open Charts FHEQX vs FSFWX
Federated Hermes SDG Engagement Eq A
Price$14.46
Change+$0.30 (+2.12%)
VolumeN/A
Net Assets103.25M
American Funds SMALLCAP World 529-F-3
Price$77.26
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets82.43B
FHEQX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.4B vs. FHEQX (103M). FSFWX pays higher dividends than FHEQX: FSFWX (0.98) vs FHEQX (0.77). FHEQX was incepted earlier than FSFWX: FHEQX (6 years) vs FSFWX (5 years). FHEQX (1.54) is less costly to investors than FSFWX (0.70). FSFWX is a more actively managed with annual turnover of: 41.00 vs. FHEQX (24.00). 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 : 12.57 vs. FHEQX (3.42). FHEQX return over 5 years is better than : 16.50 vs. FSFWX (-6.87).
| FHEQX | FSFWX | FHEQX / FSFWX | |
| Total Expense Ratio | 1.19 | 0.70 | 170% |
| Annual Report Gross Expense Ratio | 1.54 | 0.70 | 220% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 3.812 | 4.916 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 82.4B | 0% |
| Annual Yield % from dividends | 0.77 | 0.98 | 79% |
| Returns for 1 year | 3.42 | 12.57 | 27% |
| Returns for 3 years | 13.86 | 25.76 | 54% |
| Returns for 5 years | 16.50 | -6.87 | -240% |
| Returns for 10 years | N/A | N/A | - |
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