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FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$13.08
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets94.29M
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
FHERX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. FHERX (94.3M). FHERX pays higher dividends than FSWFX: FHERX (1.41) vs FSWFX (0.92). 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 : -0.13 vs. FHERX (-7.66).
| 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 | -3.894 | -1.686 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 71.8B | 0% |
| Annual Yield % from dividends | 1.41 | 0.92 | 153% |
| Returns for 1 year | -7.66 | -0.13 | 5,870% |
| Returns for 3 years | 15.32 | 19.51 | 78% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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