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FHEQX vs SCWFX
FHEQX vs SCWFX Comparison
Open Charts FHEQX vs SCWFX
Federated Hermes SDG Engagement Eq A
Price$14.16
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets101M
American Funds SMALLCAP World F1
Price$74.54
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets82.15B
FHEQX vs SCWFX Comparison Chart in %
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FHEQX vs. SCWFX commentary
Oct 07, 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 Hold and SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 82.2B vs. FHEQX (101M). FHEQX pays higher dividends than SCWFX: FHEQX (0.99) vs SCWFX (0.53). FHEQX was incepted earlier than SCWFX: FHEQX (6 years) vs SCWFX (25 years). FHEQX (1.51) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). SCWFX has a lower initial minimum investment than FHEQX: SCWFX (250) vs FHEQX (1500). SCWFX annual gain was more profitable for investors over the last year : 8.93 vs. FHEQX (-1.39). FHEQX return over 5 years is better than : 36.94 vs. SCWFX (11.31).
| FHEQX | SCWFX | FHEQX / SCWFX | |
| Total Expense Ratio | 1.19 | 1.08 | 110% |
| Annual Report Gross Expense Ratio | 1.51 | 1.08 | 140% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 4.643 | 12.486 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 82.2B | 0% |
| Annual Yield % from dividends | 0.99 | 0.53 | 188% |
| Returns for 1 year | -1.39 | 8.93 | -16% |
| Returns for 3 years | 36.26 | 44.38 | 82% |
| Returns for 5 years | 36.94 | 11.31 | 327% |
| Returns for 10 years | N/A | 63.47 | - |
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