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FHEQX vs FSWFX
FHEQX vs FSWFX Comparison
Open Charts FHEQX vs FSWFX
Federated Hermes SDG Engagement Eq A
Price$12.33
Change+$0.10 (+0.82%)
VolumeN/A
Net Assets89.53M
American Funds SMALLCAP World 529-F-2
Price$62.75
Change+$0.72 (+1.16%)
VolumeN/A
Net Assets67.16B
FHEQX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.2B vs. FHEQX (89.5M). FHEQX pays higher dividends than FSWFX: FHEQX (1.11) vs FSWFX (0.94). FHEQX was incepted earlier than FSWFX: FHEQX (5 years) vs FSWFX (4 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 : -4.54 vs. FHEQX (-10.32).
| FHEQX | FSWFX | FHEQX / FSWFX | |
| Total Expense Ratio | 1.19 | 0.76 | 157% |
| Annual Report Gross Expense Ratio | 1.51 | 0.76 | 199% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -9.875 | -8.253 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.5M | 67.2B | 0% |
| Annual Yield % from dividends | 1.11 | 0.94 | 118% |
| Returns for 1 year | -10.32 | -4.54 | 227% |
| Returns for 3 years | -0.44 | -0.09 | 498% |
| Returns for 5 years | 50.60 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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