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FHEQX vs SCWFX
FHEQX vs SCWFX Comparison
Open Charts FHEQX vs SCWFX
Federated Hermes SDG Engagement Eq A
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets103.45M
American Funds SMALLCAP World F1
Price$72.65
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
FHEQX vs SCWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.3B vs. FHEQX (103M). FHEQX pays higher dividends than SCWFX: FHEQX (1.02) vs SCWFX (0.55). FHEQX was incepted earlier than SCWFX: FHEQX (6 years) vs SCWFX (24 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 : 10.19 vs. FHEQX (4.23). FHEQX return over 5 years is better than : 39.99 vs. SCWFX (14.88).
| 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 | 24 years | - |
| Gain YTD | 5.969 | 9.634 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 80.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.55 | 185% |
| Returns for 1 year | 4.23 | 10.19 | 42% |
| Returns for 3 years | 17.72 | 21.55 | 82% |
| Returns for 5 years | 39.99 | 14.88 | 269% |
| Returns for 10 years | N/A | 50.46 | - |
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