FHEQX
Price
$13.89
Change
+$0.06 (+0.43%)
Updated
Jul 3 closing price
Net Assets
99.92M
FSWFX
Price
$73.50
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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FHEQX vs FSWFX

Header iconFHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFXBanner chart's image
Federated Hermes SDG Engagement Eq A
Price$13.89
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets99.92M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
FHEQX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. FHEQX (99.9M). 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 : 10.68 vs. FHEQX (2.30).
FHEQXFSWFXFHEQX / FSWFX
Total Expense Ratio1.190.76157%
Annual Report Gross Expense Ratio1.510.76199%
Fund Existence6 years5 years-
Gain YTD2.3588.74627%
Front Load6%N/A-
Min. Initial Investment1500250600%
Min. Initial Investment IRAN/AN/A-
Net Assets99.9M79.1B0%
Annual Yield % from dividends1.040.85122%
Returns for 1 year2.3010.6822%
Returns for 3 years25.9436.1872%
Returns for 5 years46.26N/A-
Returns for 10 yearsN/AN/A-
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