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FHESX vs FSFWX
FHESX vs FSFWX Comparison
Open Charts FHESX vs FSFWX
Federated Hermes SDG Engagement Eq IS
Price$13.85
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets100.47M
American Funds SMALLCAP World 529-F-3
Price$74.73
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets82.31B
FHESX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. FHESX (100M). FHESX pays higher dividends than FSFWX: FHESX (1.25) vs FSFWX (0.86). FHESX was incepted earlier than FSFWX: FHESX (7 years) vs FSFWX (5 years). FHESX (1.24) is less costly to investors than FSFWX (0.70). FSFWX has a lower initial minimum investment than FHESX: FSFWX (250) vs FHESX (1000000). FSFWX annual gain was more profitable for investors over the last year : 9.16 vs. FHESX (1.24). FHESX return over 5 years is better than : 17.80 vs. FSFWX (-4.22).
| FHESX | FSFWX | FHESX / FSFWX | |
| Total Expense Ratio | 0.94 | 0.70 | 134% |
| Annual Report Gross Expense Ratio | 1.24 | 0.70 | 177% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 1.913 | 10.452 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 82.3B | 0% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 1.24 | 9.16 | 14% |
| Returns for 3 years | 22.11 | 35.53 | 62% |
| Returns for 5 years | 17.80 | -4.22 | -422% |
| Returns for 10 years | N/A | N/A | - |
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