Ad is loading...
FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
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-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
FHEQX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. FHEQX (102M). 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 : 8.09 vs. FHEQX (6.20).
| 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 | 1.695 | 1.287 | 132% |
| 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 | 0.89 | 85% |
| Returns for 1 year | 6.20 | 8.09 | 77% |
| Returns for 3 years | 1.56 | -3.82 | -41% |
| Returns for 5 years | 22.97 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLDL | 14.72 | 0.23 | +1.59% |
| Direxion Daily Cld Cmptng Bl 2X Shs ETF | |||
| GAA | 28.92 | 0.21 | +0.72% |
| Cambria Global Asset Allocation ETF | |||
| MOO | 67.64 | 0.47 | +0.70% |
| VanEck Agribusiness ETF | |||
| EEMV | 57.81 | 0.25 | +0.43% |
| iShares MSCI Emerg Mkts Min Vol Fctr ETF | |||
| CURE | 96.70 | -2.03 | -2.06% |
| Direxion Daily Healthcare Bull 3X ETF | |||