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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$13.77
Change-$0.42 (-2.96%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$68.58
Change-$2.15 (-3.04%)
VolumeN/A
CapitalizationN/A
FHEQX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.3B vs. FHEQX (105M). FSWFX pays higher dividends than FHEQX: FSWFX (0.89) vs FHEQX (0.76). FHEQX was incepted earlier than FSWFX: FHEQX (5 years) vs FSWFX (4 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. FHEQX (14.00). FSWFX has a lower initial minimum investment than FHEQX: FSWFX (250) vs FHEQX (1500). FSWFX annual gain was more profitable for investors over the last year : 8.90 vs. FHEQX (6.21).
| FHEQX | FSWFX | FHEQX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 4.646 | 6.393 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 76.3B | 0% |
| Annual Yield % from dividends | 0.76 | 0.89 | 85% |
| Returns for 1 year | 6.21 | 8.90 | 70% |
| Returns for 3 years | 4.84 | -7.32 | -66% |
| Returns for 5 years | 28.58 | N/A | - |
| Returns for 10 years | N/A | N/A | - |