Interact to see
Advertisement
Advertisement
FHEQX vs RSEBX
FHEQX vs RSEBX Comparison
Open Charts FHEQX vs RSEBX
Federated Hermes SDG Engagement Eq A
Price$13.70
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets98.24M
American Funds SMALLCAP World R2E
Price$69.58
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets77.69B
FHEQX vs RSEBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHEQX vs. RSEBX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHEQX is a StrongBuy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77.7B vs. FHEQX (98.2M). FHEQX pays higher dividends than RSEBX: FHEQX (1.04) vs RSEBX (0.23). FHEQX was incepted earlier than RSEBX: FHEQX (6 years) vs RSEBX (11 years). FHEQX (1.51) and RSEBX (1.45) have similar cost to investors . RSEBX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). RSEBX has a lower initial minimum investment than FHEQX: RSEBX (250) vs FHEQX (1500). RSEBX annual gain was more profitable for investors over the last year : 2.82 vs. FHEQX (-5.02). FHEQX return over 5 years is better than : 40.26 vs. RSEBX (14.68).
| FHEQX | RSEBX | FHEQX / RSEBX | |
| Total Expense Ratio | 1.19 | 1.45 | 82% |
| Annual Report Gross Expense Ratio | 1.51 | 1.45 | 104% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 0.368 | 7.035 | 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 | 0.23 | 445% |
| Returns for 1 year | -5.02 | 2.82 | -178% |
| Returns for 3 years | 23.71 | 31.94 | 74% |
| Returns for 5 years | 40.26 | 14.68 | 274% |
| Returns for 10 years | N/A | 36.85 | - |