Interact to see
Advertisement
Advertisement
FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$13.76
Change-$0.12 (-0.86%)
VolumeN/A
Net Assets98.17M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
FHERX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. FHERX (98.2M). FHERX pays higher dividends than FSWFX: FHERX (1.28) vs FSWFX (0.81). FHERX was incepted earlier than FSWFX: FHERX (4 years) vs FSWFX (5 years). FHERX (1.16) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). 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 : 7.77 vs. FHERX (-2.35).
| FHERX | FSWFX | FHERX / FSWFX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 1.910 | 12.209 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 81.8B | 0% |
| Annual Yield % from dividends | 1.28 | 0.81 | 158% |
| Returns for 1 year | -2.35 | 7.77 | -30% |
| Returns for 3 years | 20.12 | 32.01 | 63% |
| Returns for 5 years | N/A | 8.80 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement