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FHEQX vs SFCWX
FHEQX vs SFCWX Comparison
Open Charts FHEQX vs SFCWX
Federated Hermes SDG Engagement Eq A
Price$13.70
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets98.24M
American Funds SMALLCAP World F3
Price$74.00
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets77.69B
FHEQX vs SFCWX Comparison Chart in %
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FHEQX vs. SFCWX commentary
Jul 18, 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: 77.7B vs. FHEQX (98.2M). FHEQX pays higher dividends than SFCWX: FHEQX (1.04) vs SFCWX (0.94). 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 : 3.64 vs. FHEQX (-5.02). FHEQX return over 5 years is better than : 40.26 vs. SFCWX (19.59).
| 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 | 0.368 | 7.483 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 77.7B | 0% |
| Annual Yield % from dividends | 1.04 | 0.94 | 111% |
| Returns for 1 year | -5.02 | 3.64 | -138% |
| Returns for 3 years | 23.71 | 34.72 | 68% |
| Returns for 5 years | 40.26 | 19.59 | 206% |
| Returns for 10 years | N/A | N/A | - |
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