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FHEQX vs SFCWX
FHEQX vs SFCWX Comparison
Open Charts FHEQX vs SFCWX
Federated Hermes SDG Engagement Eq A
Price$12.28
Change-$0.66 (-5.10%)
VolumeN/A
Net Assets94.87M
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
FHEQX vs SFCWX Comparison Chart
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FHEQX vs. SFCWX commentary
Apr 04, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.7B vs. FHEQX (94.9M). FHEQX pays higher dividends than SFCWX: FHEQX (1.11) vs SFCWX (1.04). FHEQX was incepted earlier than SFCWX: FHEQX (5 years) vs SFCWX (8 years). FHEQX (1.51) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. FHEQX (19.00). FHEQX has a lower initial minimum investment than SFCWX: FHEQX (1500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : -4.72 vs. FHEQX (-9.16). FHEQX return over 5 years is better than : 76.15 vs. SFCWX (53.43).
| FHEQX | SFCWX | FHEQX / SFCWX | |
| Total Expense Ratio | 1.19 | 0.65 | 183% |
| Annual Report Gross Expense Ratio | 1.51 | 0.65 | 232% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -5.527 | -4.980 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 69.7B | 0% |
| Annual Yield % from dividends | 1.11 | 1.04 | 106% |
| Returns for 1 year | -9.16 | -4.72 | 194% |
| Returns for 3 years | -0.18 | -5.29 | 3% |
| Returns for 5 years | 76.15 | 53.43 | 143% |
| Returns for 10 years | N/A | N/A | - |
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