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FHEQX vs FSFWX
FHEQX vs FSFWX Comparison
Open Charts FHEQX vs FSFWX
Federated Hermes SDG Engagement Eq A
Price$13.80
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets102.41M
American Funds SMALLCAP World 529-F-3
Price$68.56
Change+$0.30 (+0.44%)
VolumeN/A
Net Assets75.12B
FHEQX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.1B vs. FHEQX (102M). FSFWX pays higher dividends than FHEQX: FSFWX (0.90) vs FHEQX (0.76). FHEQX was incepted earlier than FSFWX: FHEQX (5 years) vs FSFWX (4 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. FHEQX (14.00). FSFWX has a lower initial minimum investment than FHEQX: FSFWX (250) vs FHEQX (1500). FSFWX annual gain was more profitable for investors over the last year : 8.16 vs. FHEQX (6.20).
| FHEQX | FSFWX | FHEQX / FSFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 1.695 | 1.300 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 75.1B | 0% |
| Annual Yield % from dividends | 0.76 | 0.90 | 84% |
| Returns for 1 year | 6.20 | 8.16 | 76% |
| Returns for 3 years | 1.56 | -3.69 | -42% |
| Returns for 5 years | 22.97 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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