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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$13.30
Change-$0.24 (-1.77%)
VolumeN/A
Net Assets97.71M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
FHEQX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. FHEQX (97.7M). FHEQX pays higher dividends than FSWFX: FHEQX (1.07) vs FSWFX (0.87). 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 : 5.07 vs. FHEQX (-2.76).
| 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 | -1.990 | 3.538 | -56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 75.5B | 0% |
| Annual Yield % from dividends | 1.07 | 0.87 | 123% |
| Returns for 1 year | -2.76 | 5.07 | -54% |
| Returns for 3 years | 20.16 | 31.20 | 65% |
| Returns for 5 years | 42.22 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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