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FHEQX vs SCWFX
FHEQX vs SCWFX Comparison
Open Charts FHEQX vs SCWFX
Federated Hermes SDG Engagement Eq A
Price$14.63
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets104.94M
American Funds SMALLCAP World F1
Price$74.28
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
FHEQX vs SCWFX Comparison Chart in %
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FHEQX vs. SCWFX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHEQX is a Hold and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.4B vs. FHEQX (105M). FHEQX pays higher dividends than SCWFX: FHEQX (0.98) vs SCWFX (0.53). FHEQX was incepted earlier than SCWFX: FHEQX (6 years) vs SCWFX (25 years). FHEQX (1.51) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). SCWFX has a lower initial minimum investment than FHEQX: SCWFX (250) vs FHEQX (1500). SCWFX annual gain was more profitable for investors over the last year : 14.58 vs. FHEQX (5.90). FHEQX return over 5 years is better than : 43.86 vs. SCWFX (18.24).
| FHEQX | SCWFX | FHEQX / SCWFX | |
| Total Expense Ratio | 1.19 | 1.08 | 110% |
| Annual Report Gross Expense Ratio | 1.51 | 1.08 | 140% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 7.664 | 12.094 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 81.4B | 0% |
| Annual Yield % from dividends | 0.98 | 0.53 | 183% |
| Returns for 1 year | 5.90 | 14.58 | 40% |
| Returns for 3 years | 27.15 | 31.38 | 87% |
| Returns for 5 years | 43.86 | 18.24 | 240% |
| Returns for 10 years | N/A | 60.70 | - |
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