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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$13.82
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets100.27M
American Funds SMALLCAP World 529-F-2
Price$74.59
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
FHEQX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. FHEQX (100M). FHEQX pays higher dividends than FSWFX: FHEQX (1.00) vs FSWFX (0.80). 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 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 : 8.77 vs. FHEQX (1.02). FHEQX return over 5 years is better than : 16.62 vs. FSWFX (-4.51).
| 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 | 1.842 | 10.359 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 82.3B | 0% |
| Annual Yield % from dividends | 1.00 | 0.80 | 126% |
| Returns for 1 year | 1.02 | 8.77 | 12% |
| Returns for 3 years | 21.48 | 35.75 | 60% |
| Returns for 5 years | 16.62 | -4.51 | -369% |
| Returns for 10 years | N/A | N/A | - |
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