FHERX
Price
$14.86
Change
-$0.28 (-1.85%)
Updated
Jun 23 closing price
Net Assets
19.6M
SCWFX
Price
$82.29
Change
-$1.85 (-2.20%)
Updated
Jun 23 closing price
Net Assets
91.47B
Interact to see
Advertisement

FHERX vs SCWFX

FHERX vs SCWFX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 91.5B vs. FHERX (19.6M). FHERX pays higher dividends than SCWFX: FHERX (0.95) vs SCWFX (0.59). FHERX was incepted earlier than SCWFX: FHERX (5 years) vs SCWFX (25 years). FHERX (1.19) is less costly to investors than SCWFX (1.07). SCWFX is a more actively managed with annual turnover of: 41.00 vs. FHERX (24.00). FHERX has a lower initial minimum investment than SCWFX: FHERX (0) vs SCWFX (250). SCWFX annual gain was more profitable for investors over the last year : 19.97 vs. FHERX (14.57). FHERX return over 5 years is better than : 16.54 vs. SCWFX (-4.33).
FHERXSCWFXFHERX / SCWFX
Total Expense Ratio0.891.0783%
Annual Report Gross Expense Ratio1.191.07111%
Fund Existence5 years25 years-
Gain YTD10.59214.22874%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets19.6M91.5B0%
Annual Yield % from dividends0.950.59160%
Returns for 1 year14.5719.9773%
Returns for 3 years26.5139.3667%
Returns for 5 years16.54-4.33-382%
Returns for 10 yearsN/A99.13-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HNTVX63.86N/A
N/A
Heartland Value Institutional
PLKGX110.61N/A
N/A
Putnam Small Cap Growth R6
PZISX15.21N/A
N/A
Pzena Small Cap Value Institutional
DFLVX64.99-0.42
-0.64%
DFA US Large Cap Value I
FCUCX19.83-0.16
-0.80%
NYLI PineStone U.S. Equity Class C