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FHESX vs FSFWX
FHESX vs FSFWX Comparison
Open Charts FHESX vs FSFWX
Federated Hermes SDG Engagement Eq IS
Price$13.83
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets102.41M
American Funds SMALLCAP World 529-F-3
Price$68.56
Change+$0.30 (+0.44%)
VolumeN/A
Net Assets75.12B
FHESX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.1B vs. FHESX (102M). FSFWX (0.90) and FHESX (0.88) have matching dividends . FHESX was incepted earlier than FSFWX: FHESX (6 years) vs FSFWX (4 years). FSFWX is a more actively managed with annual turnover of: 29.00 vs. FHESX (14.00). FSFWX has a lower initial minimum investment than FHESX: FSFWX (250) vs FHESX (1000000). FSFWX annual gain was more profitable for investors over the last year : 8.16 vs. FHESX (6.46).
| FHESX | FSFWX | FHESX / FSFWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 1.766 | 1.300 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 75.1B | 0% |
| Annual Yield % from dividends | 0.88 | 0.90 | 98% |
| Returns for 1 year | 6.46 | 8.16 | 79% |
| Returns for 3 years | 2.36 | -3.69 | -64% |
| Returns for 5 years | 24.62 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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