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FHESX vs SCWFX
FHESX vs SCWFX Comparison
Open Charts FHESX vs SCWFX
Federated Hermes SDG Engagement Eq IS
Price$14.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets103.32M
American Funds SMALLCAP World F1
Price$75.47
Change+$1.46 (+1.97%)
VolumeN/A
Net Assets82.43B
FHESX vs SCWFX Comparison Chart in %
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FHESX vs. SCWFX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHESX is a StrongBuy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 82.4B vs. FHESX (103M). FHESX pays higher dividends than SCWFX: FHESX (0.99) vs SCWFX (0.64). FHESX was incepted earlier than SCWFX: FHESX (7 years) vs SCWFX (25 years). FHESX (1.27) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. FHESX (24.00). SCWFX has a lower initial minimum investment than FHESX: SCWFX (250) vs FHESX (1000000). SCWFX annual gain was more profitable for investors over the last year : 13.16 vs. FHESX (3.95). FHESX return over 5 years is better than : 18.33 vs. SCWFX (-7.76).
| FHESX | SCWFX | FHESX / SCWFX | |
| Total Expense Ratio | 0.94 | 1.07 | 88% |
| Annual Report Gross Expense Ratio | 1.27 | 1.07 | 119% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 3.731 | 4.761 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 82.4B | 0% |
| Annual Yield % from dividends | 0.99 | 0.64 | 154% |
| Returns for 1 year | 3.95 | 13.16 | 30% |
| Returns for 3 years | 14.64 | 24.14 | 61% |
| Returns for 5 years | 18.33 | -7.76 | -236% |
| Returns for 10 years | N/A | 102.65 | - |
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