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FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
Federated Hermes SDG Engagement Eq IS
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets99.11M
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
FHESX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. FHESX (99.1M). FHESX pays higher dividends than FSWFX: FHESX (1.25) vs FSWFX (0.80). 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 : 6.88 vs. FHESX (-2.15). FHESX return over 5 years is better than : 23.56 vs. FSWFX (3.85).
| FHESX | FSWFX | FHESX / FSWFX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 4.121 | 13.259 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.1M | 82.3B | 0% |
| Annual Yield % from dividends | 1.25 | 0.80 | 156% |
| Returns for 1 year | -2.15 | 6.88 | -31% |
| Returns for 3 years | 19.36 | 31.43 | 62% |
| Returns for 5 years | 23.56 | 3.85 | 612% |
| Returns for 10 years | N/A | N/A | - |
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