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FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
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-2
Price$74.59
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets82.31B
FHERX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. FHERX (100M). FHERX pays higher dividends than FSWFX: FHERX (1.25) vs FSWFX (0.80). FHERX was incepted earlier than FSWFX: FHERX (5 years) vs FSWFX (5 years). FHERX (1.16) is less costly to investors than FSWFX (0.76). FHERX has a lower initial minimum investment than FSWFX: FHERX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 8.77 vs. FHERX (1.17).
| FHERX | FSWFX | FHERX / FSWFX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 1.984 | 10.359 | 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 | 0.80 | 157% |
| Returns for 1 year | 1.17 | 8.77 | 13% |
| Returns for 3 years | 22.33 | 35.75 | 62% |
| Returns for 5 years | N/A | -4.51 | - |
| Returns for 10 years | N/A | N/A | - |
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