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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
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-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
FHEQX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. FHEQX (102M). FHEQX pays higher dividends than FSWFX: FHEQX (1.04) vs FSWFX (0.85). FHEQX was incepted earlier than FSWFX: FHEQX (6 years) vs FSWFX (5 years). FHEQX (1.51) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). FSWFX has a lower initial minimum investment than FHEQX: FSWFX (250) vs FHEQX (1500). FSWFX annual gain was more profitable for investors over the last year : 10.12 vs. FHEQX (1.91).
| FHEQX | FSWFX | FHEQX / FSWFX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 3.979 | 9.708 | 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 | 0.85 | 122% |
| Returns for 1 year | 1.91 | 10.12 | 19% |
| Returns for 3 years | 22.70 | 33.81 | 67% |
| Returns for 5 years | 42.61 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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