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FHERX vs SCWFX
FHERX vs SCWFX Comparison
Open Charts FHERX vs SCWFX
Federated Hermes SDG Engagement Eq R6
Price$14.45
Change-$0.12 (-0.82%)
VolumeN/A
Net Assets103.45M
American Funds SMALLCAP World F1
Price$72.65
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
FHERX vs SCWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.3B vs. FHERX (103M). FHERX pays higher dividends than SCWFX: FHERX (1.28) vs SCWFX (0.55). FHERX was incepted earlier than SCWFX: FHERX (4 years) vs SCWFX (24 years). FHERX (1.16) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). FHERX has a lower initial minimum investment than SCWFX: FHERX (0) vs SCWFX (250). SCWFX annual gain was more profitable for investors over the last year : 10.19 vs. FHERX (4.57).
| FHERX | SCWFX | FHERX / SCWFX | |
| Total Expense Ratio | 0.89 | 1.08 | 82% |
| Annual Report Gross Expense Ratio | 1.16 | 1.08 | 107% |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 6.172 | 9.634 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 80.3B | 0% |
| Annual Yield % from dividends | 1.28 | 0.55 | 232% |
| Returns for 1 year | 4.57 | 10.19 | 45% |
| Returns for 3 years | 18.83 | 21.55 | 87% |
| Returns for 5 years | N/A | 14.88 | - |
| Returns for 10 years | N/A | 50.46 | - |
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