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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-$0.17 (-1.26%)
VolumeN/A
Net Assets99.72M
American Funds SMALLCAP World 529-F-2
Price$67.72
Change-$1.54 (-2.22%)
VolumeN/A
Net Assets76.1B
FHERX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.1B vs. FHERX (99.7M). FHERX (0.92) and FSWFX (0.89) have matching dividends . FHERX was incepted earlier than FSWFX: FHERX (4 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 : 1.81 vs. FHERX (-0.89).
| FHERX | FSWFX | FHERX / FSWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -0.588 | 0.163 | -361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 76.1B | 0% |
| Annual Yield % from dividends | 0.92 | 0.89 | 103% |
| Returns for 1 year | -0.89 | 1.81 | -49% |
| Returns for 3 years | 6.16 | 2.01 | 307% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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