Ad is loading...
Ad is loading...
FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$14.13
Change-$0.11 (-0.77%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$69.11
Change-$0.85 (-1.21%)
VolumeN/A
CapitalizationN/A
FHERX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 74.7B vs. FHERX (105M). FHERX (0.92) and FSWFX (0.89) have matching dividends . FHERX was incepted earlier than FSWFX: FHERX (3 years) vs FSWFX (4 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. FHERX (14.00). FHERX has a lower initial minimum investment than FSWFX: FHERX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 16.27 vs. FHERX (15.46).
| FHERX | FSWFX | FHERX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | 3.897 | 3.956 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 74.7B | 0% |
| Annual Yield % from dividends | 0.92 | 0.89 | 103% |
| Returns for 1 year | 15.46 | 16.27 | 95% |
| Returns for 3 years | -0.26 | -25.24 | 1% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IFV | 19.56 | 0.15 | +0.77% |
| First Trust Dorsey Wright Intl Foc 5 | |||
| FPFD | 21.97 | 0.01 | +0.05% |
| Fidelity Preferred Securities & Inc ETF | |||
| GMUN | 49.52 | N/A | N/A |
| Goldman Sachs Community Municipal Bd ETF | |||
| JMBS | 44.62 | -0.07 | -0.16% |
| Janus Henderson Mortgage-Backed Sec ETF | |||
| IUS | 50.71 | -0.53 | -1.03% |
| Invesco RAFI™ Strategic US ETF | |||