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FHEQX vs SCWFX
FHEQX vs SCWFX Comparison
Open Charts FHEQX vs SCWFX
Federated Hermes SDG Engagement Eq A
Price$14.15
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets101.35M
American Funds SMALLCAP World F1
Price$71.84
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets79.34B
FHEQX vs SCWFX Comparison Chart in %
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FHEQX vs. SCWFX commentary
Aug 10, 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79.3B vs. FHEQX (101M). FHEQX pays higher dividends than SCWFX: FHEQX (1.02) vs SCWFX (0.55). FHEQX was incepted earlier than SCWFX: FHEQX (6 years) vs SCWFX (24 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 : 12.52 vs. FHEQX (3.98). FHEQX return over 5 years is better than : 39.59 vs. SCWFX (13.55).
| 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 | 24 years | - |
| Gain YTD | 4.274 | 8.412 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 79.3B | 0% |
| Annual Yield % from dividends | 1.02 | 0.55 | 185% |
| Returns for 1 year | 3.98 | 12.52 | 32% |
| Returns for 3 years | 19.78 | 24.84 | 80% |
| Returns for 5 years | 39.59 | 13.55 | 292% |
| Returns for 10 years | N/A | 48.81 | - |
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