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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$13.70
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets98.24M
American Funds SMALLCAP World 529-F-2
Price$72.61
Change+$0.42 (+0.58%)
VolumeN/A
Net Assets77.69B
FHEQX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 77.7B vs. FHEQX (98.2M). FHEQX pays higher dividends than FSWFX: FHEQX (1.04) vs FSWFX (0.85). 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 : 3.53 vs. FHEQX (-5.02).
| 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 | 0.368 | 7.430 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 77.7B | 0% |
| Annual Yield % from dividends | 1.04 | 0.85 | 122% |
| Returns for 1 year | -5.02 | 3.53 | -142% |
| Returns for 3 years | 23.71 | 34.75 | 68% |
| Returns for 5 years | 40.26 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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