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FHERX vs FSFWX
FHERX vs FSFWX Comparison
Open Charts FHERX vs FSFWX
Federated Hermes SDG Engagement Eq R6
Price$13.36
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets96.39M
American Funds SMALLCAP World 529-F-3
Price$69.85
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.27B
FHERX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.3B vs. FHERX (96.4M). FHERX pays higher dividends than FSFWX: FHERX (1.34) vs FSFWX (0.94). FHERX was incepted earlier than FSFWX: FHERX (4 years) vs FSFWX (5 years). FHERX (1.16) is less costly to investors than FSFWX (0.71). FSFWX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). FHERX has a lower initial minimum investment than FSFWX: FHERX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 4.08 vs. FHERX (-2.06).
| FHERX | FSFWX | FHERX / FSFWX | |
| Total Expense Ratio | 0.89 | 0.71 | 125% |
| Annual Report Gross Expense Ratio | 1.16 | 0.71 | 163% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -1.616 | 3.162 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 75.3B | 0% |
| Annual Yield % from dividends | 1.34 | 0.94 | 142% |
| Returns for 1 year | -2.06 | 4.08 | -50% |
| Returns for 3 years | 10.91 | 17.65 | 62% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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