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FHERX vs SMCFX
FHERX vs SMCFX Comparison
Open Charts FHERX vs SMCFX
Federated Hermes SDG Engagement Eq R6
Price$14.56
Change+$0.14 (+0.97%)
VolumeN/A
Net Assets104.11M
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
FHERX vs SMCFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.4B vs. FHERX (104M). FHERX pays higher dividends than SMCFX: FHERX (1.22) vs SMCFX (0.81). FHERX was incepted earlier than SMCFX: FHERX (4 years) vs SMCFX (17 years). FHERX (1.16) is less costly to investors than SMCFX (0.76). SMCFX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). FHERX has a lower initial minimum investment than SMCFX: FHERX (0) vs SMCFX (250). SMCFX annual gain was more profitable for investors over the last year : 12.64 vs. FHERX (4.88).
| FHERX | SMCFX | FHERX / SMCFX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 7.862 | 11.890 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 81.4B | 0% |
| Annual Yield % from dividends | 1.22 | 0.81 | 151% |
| Returns for 1 year | 4.88 | 12.64 | 39% |
| Returns for 3 years | 33.55 | 37.66 | 89% |
| Returns for 5 years | N/A | 19.59 | - |
| Returns for 10 years | N/A | 66.37 | - |
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