Interact to see
Advertisement
Advertisement
FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
Federated Hermes SDG Engagement Eq IS
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets101.56M
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
FHESX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. FHESX (102M). 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 : 10.12 vs. FHESX (2.10).
| 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 | 9.708 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 79.8B | 0% |
| Annual Yield % from dividends | 1.29 | 0.85 | 153% |
| Returns for 1 year | 2.10 | 10.12 | 21% |
| Returns for 3 years | 23.52 | 33.81 | 70% |
| Returns for 5 years | 44.33 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYDCX | 107.29 | 1.43 | +1.35% |
| Rydex Mid-Cap 1.5x Strategy C | |||
| BUFTX | 24.30 | 0.14 | +0.58% |
| Buffalo Mid Cap Discovery | |||
| PRJBX | 46.60 | 0.19 | +0.41% |
| PGIM Jennison Global Opportunities R2 | |||
| TNVIX | 18.19 | 0.05 | +0.26% |
| 1290 GAMCO Small/Mid Cap Value I | |||
| ATEZX | 155.40 | 0.32 | +0.21% |
| AB Sustainable Global Thematic Z | |||