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FHEQX vs SCWFX
FHEQX vs SCWFX Comparison
Open Charts FHEQX vs SCWFX
Federated Hermes SDG Engagement Eq A
Price$14.46
Change+$0.30 (+2.12%)
VolumeN/A
Net Assets103.25M
American Funds SMALLCAP World F1
Price$75.55
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets82.43B
FHEQX vs SCWFX Comparison Chart in %
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FHEQX vs. SCWFX commentary
Feb 05, 2026
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 StrongBuy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 82.4B vs. FHEQX (103M). FHEQX pays higher dividends than SCWFX: FHEQX (0.77) vs SCWFX (0.64). FHEQX was incepted earlier than SCWFX: FHEQX (6 years) vs SCWFX (25 years). FHEQX (1.54) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. FHEQX (24.00). 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 : 12.07 vs. FHEQX (3.42). FHEQX return over 5 years is better than : 16.50 vs. SCWFX (-8.77).
| FHEQX | SCWFX | FHEQX / SCWFX | |
| Total Expense Ratio | 1.19 | 1.07 | 111% |
| Annual Report Gross Expense Ratio | 1.54 | 1.07 | 144% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.812 | 4.872 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 82.4B | 0% |
| Annual Yield % from dividends | 0.77 | 0.64 | 120% |
| Returns for 1 year | 3.42 | 12.07 | 28% |
| Returns for 3 years | 13.86 | 24.27 | 57% |
| Returns for 5 years | 16.50 | -8.77 | -188% |
| Returns for 10 years | N/A | 102.86 | - |
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