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FHEQX vs SFCWX
FHEQX vs SFCWX Comparison
Open Charts FHEQX vs SFCWX
Federated Hermes SDG Engagement Eq A
Price$13.77
Change-$0.42 (-2.96%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
FHEQX vs SFCWX Comparison Chart
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FHEQX vs. SFCWX commentary
Dec 19, 2024
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: 76.3B vs. FHEQX (105M). SFCWX pays higher dividends than FHEQX: SFCWX (0.95) vs FHEQX (0.76). FHEQX was incepted earlier than SFCWX: FHEQX (5 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. FHEQX (14.00). 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 : 9.03 vs. FHEQX (6.21). FHEQX return over 5 years is better than : 28.58 vs. SFCWX (18.74).
| FHEQX | SFCWX | FHEQX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 4.646 | 6.514 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 76.3B | 0% |
| Annual Yield % from dividends | 0.76 | 0.95 | 80% |
| Returns for 1 year | 6.21 | 9.03 | 69% |
| Returns for 3 years | 4.84 | -7.33 | -66% |
| Returns for 5 years | 28.58 | 18.74 | 153% |
| Returns for 10 years | N/A | N/A | - |