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FHESX vs SCWFX
FHESX vs SCWFX Comparison
Open Charts FHESX vs SCWFX
Federated Hermes SDG Engagement Eq IS
Price$13.88
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets98.96M
American Funds SMALLCAP World F1
Price$73.40
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets81.1B
FHESX vs SCWFX Comparison Chart in %
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FHESX vs. SCWFX commentary
Oct 18, 2025
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 Hold and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.1B vs. FHESX (99M). FHESX pays higher dividends than SCWFX: FHESX (1.24) vs SCWFX (0.53). FHESX was incepted earlier than SCWFX: FHESX (7 years) vs SCWFX (25 years). FHESX (1.24) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). 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 : 6.34 vs. FHESX (-3.37). FHESX return over 5 years is better than : 33.42 vs. SCWFX (7.97).
| FHESX | SCWFX | FHESX / SCWFX | |
| Total Expense Ratio | 0.94 | 1.08 | 87% |
| Annual Report Gross Expense Ratio | 1.24 | 1.08 | 115% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 1.987 | 10.766 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99M | 81.1B | 0% |
| Annual Yield % from dividends | 1.24 | 0.53 | 234% |
| Returns for 1 year | -3.37 | 6.34 | -53% |
| Returns for 3 years | 31.13 | 40.74 | 76% |
| Returns for 5 years | 33.42 | 7.97 | 419% |
| Returns for 10 years | N/A | 61.07 | - |
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