Ad is loading...
FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
Federated Hermes SDG Engagement Eq IS
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets94.29M
American Funds SMALLCAP World 529-F-2
Price$66.47
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
FHESX vs FSWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 71.8B vs. FHESX (94.3M). FHESX pays higher dividends than FSWFX: FHESX (1.40) vs FSWFX (0.92). FHESX was incepted earlier than FSWFX: FHESX (7 years) vs FSWFX (5 years). FHESX (1.24) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). 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 : -0.13 vs. FHESX (-7.68).
| FHESX | FSWFX | FHESX / FSWFX | |
| Total Expense Ratio | 0.94 | 0.76 | 124% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.900 | -1.686 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 71.8B | 0% |
| Annual Yield % from dividends | 1.40 | 0.92 | 152% |
| Returns for 1 year | -7.68 | -0.13 | 5,884% |
| Returns for 3 years | 15.08 | 19.51 | 77% |
| Returns for 5 years | 51.75 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSPG | 72.24 | 0.79 | +1.11% |
| Invesco S&P 500® Equal Weight Energy ETF | |||
| CUT | 29.69 | N/A | +0.01% |
| Invesco MSCI Global Timber ETF | |||
| CMCI | 24.15 | N/A | N/A |
| VanEck® CMCI Commodity Strategy ETF | |||
| TDSC | 23.50 | N/A | N/A |
| Cabana Target Drawdown 10 ETF | |||
| QLTA | 46.85 | -0.02 | -0.04% |
| iShares Aaa - A Rated Corporate Bond ETF | |||