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FHEQX vs SFCWX
FHEQX vs SFCWX Comparison
Open Charts FHEQX vs SFCWX
Federated Hermes SDG Engagement Eq A
Price$13.41
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets96.19M
American Funds SMALLCAP World F3
Price$71.56
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets75.3B
FHEQX vs SFCWX Comparison Chart
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FHEQX vs. SFCWX commentary
Jun 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 StrongBuy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. FHEQX (96.2M). FHEQX pays higher dividends than SFCWX: FHEQX (1.07) vs SFCWX (0.96). FHEQX was incepted earlier than SFCWX: FHEQX (6 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 : 5.16 vs. FHEQX (-3.46). FHEQX return over 5 years is better than : 32.53 vs. SFCWX (19.96).
| FHEQX | SFCWX | FHEQX / SFCWX | |
| Total Expense Ratio | 1.19 | 0.65 | 183% |
| Annual Report Gross Expense Ratio | 1.51 | 0.65 | 232% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | -2.137 | 3.906 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 75.3B | 0% |
| Annual Yield % from dividends | 1.07 | 0.96 | 111% |
| Returns for 1 year | -3.46 | 5.16 | -67% |
| Returns for 3 years | 7.85 | 17.81 | 44% |
| Returns for 5 years | 32.53 | 19.96 | 163% |
| Returns for 10 years | N/A | N/A | - |
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