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FHERX vs FSFWX
FHERX vs FSFWX Comparison
Open Charts FHERX vs FSFWX
Federated Hermes SDG Engagement Eq R6
Price$13.87
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets100.27M
American Funds SMALLCAP World 529-F-3
Price$74.68
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
FHERX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. FHERX (100M). FHERX pays higher dividends than FSFWX: FHERX (1.25) vs FSFWX (0.86). FHERX was incepted earlier than FSFWX: FHERX (5 years) vs FSFWX (5 years). FHERX (1.16) is less costly to investors than FSFWX (0.70). 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 : 8.79 vs. FHERX (1.17).
| FHERX | FSFWX | FHERX / FSFWX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 1.16 | 0.70 | 166% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 1.984 | 10.378 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 82.3B | 0% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 1.17 | 8.79 | 13% |
| Returns for 3 years | 22.33 | 35.88 | 62% |
| Returns for 5 years | N/A | -4.29 | - |
| Returns for 10 years | N/A | N/A | - |
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