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FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
Federated Hermes SDG Engagement Eq IS
Price$14.72
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World 529-F-2
Price$70.55
Change-$0.34 (-0.48%)
VolumeN/A
CapitalizationN/A
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FHESX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.8B vs. FHESX (110M). 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). FHESX (16.11) and FSWFX (15.94) have marching annual gain over last year.
| 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 | 7.138 | 4.783 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 76.8B | 0% |
| Annual Yield % from dividends | 0.88 | 0.89 | 99% |
| Returns for 1 year | 16.11 | 15.94 | 101% |
| Returns for 3 years | 6.94 | -24.02 | -29% |
| Returns for 5 years | 40.62 | N/A | - |
| Returns for 10 years | N/A | N/A | - |