Interact to see
Advertisement
Advertisement
FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$13.36
Change-$0.24 (-1.76%)
VolumeN/A
Net Assets97.71M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
FHERX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. FHERX (97.7M). FHERX pays higher dividends than FSWFX: FHERX (1.34) vs FSWFX (0.87). 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 : 5.07 vs. FHERX (-2.42).
| 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 | -1.837 | 3.538 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 75.5B | 0% |
| Annual Yield % from dividends | 1.34 | 0.87 | 154% |
| Returns for 1 year | -2.42 | 5.07 | -48% |
| Returns for 3 years | 21.33 | 31.20 | 68% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOMO | 12.92 | 0.29 | +2.30% |
| YieldMax XOM Option Income Strategy ETF | |||
| URNM | 43.28 | 0.38 | +0.89% |
| Sprott Uranium Miners ETF | |||
| DBAW | 36.59 | -0.41 | -1.10% |
| Xtrackers MSCI All World exUS Hdg Eq ETF | |||
| VWO | 48.38 | -0.74 | -1.51% |
| Vanguard FTSE Emerging Markets ETF | |||
| FNGS | 61.02 | -1.08 | -1.74% |
| MicroSectors™ FANG+™ ETN | |||