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FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$14.74
Change-$0.16 (-1.07%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
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FHERX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. FHERX (110M). 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). FHERX (16.22) and FSWFX (15.94) have marching annual gain over last year.
| 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 | 7.206 | 4.783 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 76.8B | 0% |
| Annual Yield % from dividends | 0.92 | 0.89 | 103% |
| Returns for 1 year | 16.22 | 15.94 | 102% |
| Returns for 3 years | 7.14 | -24.02 | -30% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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