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FHERX vs SMCWX
FHERX vs SMCWX Comparison
Open Charts FHERX vs SMCWX
Federated Hermes SDG Engagement Eq R6
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.6M
American Funds SMALLCAP World A
Price$75.04
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
FHERX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.8B vs. FHERX (106M). FHERX pays higher dividends than SMCWX: FHERX (1.28) vs SMCWX (0.59). 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 : 9.69 vs. FHERX (2.93).
| 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 | 7.568 | 11.390 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 80.8B | 0% |
| Annual Yield % from dividends | 1.28 | 0.59 | 216% |
| Returns for 1 year | 2.93 | 9.69 | 30% |
| Returns for 3 years | 28.41 | 31.82 | 89% |
| Returns for 5 years | N/A | 13.98 | - |
| Returns for 10 years | N/A | 61.00 | - |
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