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FHERX vs FSWFX
FHERX vs FSWFX Comparison
Open Charts FHERX vs FSWFX
Federated Hermes SDG Engagement Eq R6
Price$13.69
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets99.3M
American Funds SMALLCAP World 529-F-2
Price$72.19
Change-$0.72 (-0.99%)
VolumeN/A
Net Assets78.46B
FHERX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.5B vs. FHERX (99.3M). FHERX pays higher dividends than FSWFX: FHERX (1.30) vs FSWFX (0.85). 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 : 4.66 vs. FHERX (-2.09).
| 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 | 1.690 | 6.808 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.3M | 78.5B | 0% |
| Annual Yield % from dividends | 1.30 | 0.85 | 153% |
| Returns for 1 year | -2.09 | 4.66 | -45% |
| Returns for 3 years | 26.24 | 33.97 | 77% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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