Interact to see
Advertisement
Advertisement
FHERX vs SMCWX
FHERX vs SMCWX Comparison
Open Charts FHERX vs SMCWX
Federated Hermes SDG Engagement Eq R6
Price$14.39
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets103.31M
American Funds SMALLCAP World A
Price$75.62
Change-$0.26 (-0.34%)
VolumeN/A
Net Assets81.91B
FHERX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.9B vs. FHERX (103M). FHERX pays higher dividends than SMCWX: FHERX (1.22) 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 : 9.52 vs. FHERX (0.34).
| 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 | 6.172 | 12.251 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 81.9B | 0% |
| Annual Yield % from dividends | 1.22 | 0.57 | 213% |
| Returns for 1 year | 0.34 | 9.52 | 4% |
| Returns for 3 years | 32.28 | 37.31 | 87% |
| Returns for 5 years | N/A | 16.54 | - |
| Returns for 10 years | N/A | 61.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement