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FHERX vs SMCWX
FHERX vs SMCWX Comparison
Open Charts FHERX vs SMCWX
Federated Hermes SDG Engagement Eq R6
Price$13.48
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets94.7M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
FHERX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 78.9B vs. FHERX (94.7M). FHERX pays higher dividends than SMCWX: FHERX (1.28) vs SMCWX (0.57). FHERX was incepted earlier than SMCWX: FHERX (4 years) vs SMCWX (36 years). FHERX (1.16) is less costly to investors than SMCWX (1.04). SMCWX is a more actively managed with annual turnover of: 32.00 vs. FHERX (19.00). FHERX has a lower initial minimum investment than SMCWX: FHERX (0) vs SMCWX (250). SMCWX annual gain was more profitable for investors over the last year : 5.98 vs. FHERX (-3.69).
| FHERX | SMCWX | FHERX / SMCWX | |
| Total Expense Ratio | 0.89 | 1.04 | 86% |
| Annual Report Gross Expense Ratio | 1.16 | 1.04 | 112% |
| Fund Existence | 4 years | 36 years | - |
| Gain YTD | -0.955 | 8.154 | -12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 78.9B | 0% |
| Annual Yield % from dividends | 1.28 | 0.57 | 226% |
| Returns for 1 year | -3.69 | 5.98 | -62% |
| Returns for 3 years | 17.63 | 29.35 | 60% |
| Returns for 5 years | N/A | 1.75 | - |
| Returns for 10 years | N/A | 56.75 | - |
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