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FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
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-2
Price$69.72
Change+$0.37 (+0.53%)
VolumeN/A
Net Assets75.27B
FHERX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. FHERX (96.4M). FHERX pays higher dividends than FSWFX: FHERX (1.34) vs FSWFX (0.87). FHERX was incepted earlier than FSWFX: FHERX (4 years) vs FSWFX (5 years). FHERX (1.16) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). 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 : 5.60 vs. FHERX (-2.06).
| FHERX | FSWFX | FHERX / FSWFX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 0.76 | 153% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -1.616 | 3.121 | -52% |
| 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 | 0.87 | 154% |
| Returns for 1 year | -2.06 | 5.60 | -37% |
| Returns for 3 years | 10.91 | 18.00 | 61% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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