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FHERX vs SMCWX
FHERX vs SMCWX Comparison
Open Charts FHERX vs SMCWX
Federated Hermes SDG Engagement Eq R6
Price$14.09
Change-$0.14 (-0.98%)
VolumeN/A
Net Assets100.03M
American Funds SMALLCAP World A
Price$75.76
Change+$0.77 (+1.03%)
VolumeN/A
Net Assets81.32B
FHERX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.3B vs. FHERX (100M). FHERX pays higher dividends than SMCWX: FHERX (1.24) vs SMCWX (0.57). FHERX was incepted earlier than SMCWX: FHERX (4 years) vs SMCWX (35 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 : 9.24 vs. FHERX (-0.87).
| 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 | 35 years | - |
| Gain YTD | 3.527 | 12.459 | 28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 81.3B | 0% |
| Annual Yield % from dividends | 1.24 | 0.57 | 219% |
| Returns for 1 year | -0.87 | 9.24 | -9% |
| Returns for 3 years | 35.76 | 44.48 | 80% |
| Returns for 5 years | N/A | 9.62 | - |
| Returns for 10 years | N/A | 64.64 | - |
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