Interact to see
Advertisement
Advertisement
FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$13.41
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets96.19M
American Funds SMALLCAP World 529-F-2
Price$70.22
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets75.3B
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: 75.3B vs. FHEQX (96.2M). FHEQX pays higher dividends than FSWFX: FHEQX (1.07) vs FSWFX (0.87). FHEQX was incepted earlier than FSWFX: FHEQX (6 years) vs FSWFX (5 years). FHEQX (1.51) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). 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 : 5.03 vs. FHEQX (-3.46).
| FHEQX | FSWFX | FHEQX / FSWFX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -2.137 | 3.860 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 75.3B | 0% |
| Annual Yield % from dividends | 1.07 | 0.87 | 123% |
| Returns for 1 year | -3.46 | 5.03 | -69% |
| Returns for 3 years | 7.85 | 17.83 | 44% |
| Returns for 5 years | 32.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JPEF | 68.43 | 0.53 | +0.78% |
| JPMorgan Equity Focus ETF | |||
| HKND | 31.94 | 0.22 | +0.71% |
| Humankind US Stock ETF | |||
| TVE | 23.06 | 0.01 | +0.03% |
| Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 | |||
| HYXU | 53.22 | -0.10 | -0.19% |
| iShares International High Yield Bd ETF | |||
| HTAB | 18.54 | -0.12 | -0.64% |
| Hartford Schroders Tax-Aware Bond ETF | |||