Ad is loading...
FHEQX vs SFCWX
FHEQX vs SFCWX Comparison
Open Charts FHEQX vs SFCWX
Federated Hermes SDG Engagement Eq A
Price$12.33
Change+$0.10 (+0.82%)
VolumeN/A
Net Assets89.53M
American Funds SMALLCAP World F3
Price$63.93
Change+$0.73 (+1.16%)
VolumeN/A
Net Assets67.16B
FHEQX vs SFCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FHEQX vs. SFCWX commentary
Apr 24, 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: 67.2B vs. FHEQX (89.5M). 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 : -4.44 vs. FHEQX (-10.32). FHEQX return over 5 years is better than : 50.60 vs. SFCWX (26.81).
| 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 | -9.875 | -8.233 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.5M | 67.2B | 0% |
| Annual Yield % from dividends | 1.11 | 1.04 | 106% |
| Returns for 1 year | -10.32 | -4.44 | 232% |
| Returns for 3 years | -0.44 | -0.10 | 450% |
| Returns for 5 years | 50.60 | 26.81 | 189% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers