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FHESX vs FSWFX
FHESX vs FSWFX Comparison
Open Charts FHESX vs FSWFX
Federated Hermes SDG Engagement Eq IS
Price$13.34
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets96.39M
American Funds SMALLCAP World 529-F-2
Price$69.72
Change+$0.37 (+0.53%)
VolumeN/A
Net Assets75.27B
FHESX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.3B vs. FHESX (96.4M). FHESX pays higher dividends than FSWFX: FHESX (1.33) vs FSWFX (0.87). 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 : 5.60 vs. FHESX (-2.06).
| 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 | -1.545 | 3.121 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 75.3B | 0% |
| Annual Yield % from dividends | 1.33 | 0.87 | 154% |
| Returns for 1 year | -2.06 | 5.60 | -37% |
| Returns for 3 years | 10.77 | 18.00 | 60% |
| Returns for 5 years | 34.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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