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FHERX vs FSFWX
FHERX vs FSFWX Comparison
Open Charts FHERX vs FSFWX
Federated Hermes SDG Engagement Eq R6
Price$14.17
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets101.56M
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
FHERX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. FHERX (102M). FHERX pays higher dividends than FSFWX: FHERX (1.30) vs FSFWX (0.92). FHERX was incepted earlier than FSFWX: FHERX (4 years) vs FSFWX (5 years). FHERX (1.16) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). FHERX has a lower initial minimum investment than FSFWX: FHERX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 10.18 vs. FHERX (2.17).
| FHERX | FSFWX | FHERX / FSFWX | |
| Total Expense Ratio | 0.89 | 0.71 | 125% |
| Annual Report Gross Expense Ratio | 1.16 | 0.71 | 163% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 4.115 | 9.758 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 79.8B | 0% |
| Annual Yield % from dividends | 1.30 | 0.92 | 142% |
| Returns for 1 year | 2.17 | 10.18 | 21% |
| Returns for 3 years | 23.76 | 33.99 | 70% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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