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FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
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-2
Price$68.48
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets75.12B
FHESX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.1B vs. FHESX (102M). FSWFX (0.89) and FHESX (0.88) have matching dividends . FHESX was incepted earlier than FSWFX: FHESX (6 years) vs FSWFX (4 years). FSWFX is a more actively managed with annual turnover of: 29.00 vs. FHESX (14.00). FSWFX has a lower initial minimum investment than FHESX: FSWFX (250) vs FHESX (1000000). FSWFX annual gain was more profitable for investors over the last year : 8.09 vs. FHESX (6.46).
| FHESX | FSWFX | FHESX / FSWFX | |
| 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 | 1.287 | 137% |
| 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 | 0.89 | 99% |
| Returns for 1 year | 6.46 | 8.09 | 80% |
| Returns for 3 years | 2.36 | -3.82 | -62% |
| Returns for 5 years | 24.62 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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