FHESX
Price
$13.93
Change
+$0.05 (+0.36%)
Updated
Jul 3 closing price
Net Assets
99.92M
FSWFX
Price
$73.50
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
Interact to see
Advertisement

FHESX vs FSWFX

Header iconFHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFXBanner chart's image
Federated Hermes SDG Engagement Eq IS
Price$13.93
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets99.92M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
FHESX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. FHESX (99.9M). FHESX pays higher dividends than FSWFX: FHESX (1.29) vs FSWFX (0.85). FHESX was incepted earlier than FSWFX: FHESX (7 years) vs FSWFX (5 years). FHESX (1.24) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). FSWFX has a lower initial minimum investment than FHESX: FSWFX (250) vs FHESX (1000000). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. FHESX (2.48).
FHESXFSWFXFHESX / FSWFX
Total Expense Ratio0.940.76124%
Annual Report Gross Expense Ratio1.240.76163%
Fund Existence7 years5 years-
Gain YTD2.5028.74629%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets99.9M79.1B0%
Annual Yield % from dividends1.290.85153%
Returns for 1 year2.4810.6823%
Returns for 3 years26.7736.1874%
Returns for 5 years48.02N/A-
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
DOGE.X0.1719860.007714
+4.70%
Dogecoin cryptocurrency
METIS.X14.9892370.317224
+2.16%
Metis cryptocurrency
MAGIC.X0.1212460.001562
+1.30%
Treasure cryptocurrency
SUN.X0.0172570.000076
+0.44%
Sun [New] cryptocurrency
REP.X0.674875-0.000411
-0.06%
Augur cryptocurrency