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FHESX vs RSEBX
FHESX vs RSEBX Comparison
Open Charts FHESX vs RSEBX
Federated Hermes SDG Engagement Eq IS
Price$13.34
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets96.39M
American Funds SMALLCAP World R2E
Price$66.90
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.27B
FHESX vs RSEBX Comparison Chart
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FHESX vs. RSEBX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHESX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.3B vs. FHESX (96.4M). FHESX pays higher dividends than RSEBX: FHESX (1.33) vs RSEBX (0.21). FHESX was incepted earlier than RSEBX: FHESX (7 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than FHESX (1.24). RSEBX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). RSEBX has a lower initial minimum investment than FHESX: RSEBX (250) vs FHESX (1000000). RSEBX annual gain was more profitable for investors over the last year : 3.30 vs. FHESX (-2.06). FHESX return over 5 years is better than : 34.76 vs. RSEBX (14.22).
| FHESX | RSEBX | FHESX / RSEBX | |
| Total Expense Ratio | 0.94 | 1.45 | 65% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -1.545 | 2.829 | -55% |
| 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 | 0.21 | 633% |
| Returns for 1 year | -2.06 | 3.30 | -63% |
| Returns for 3 years | 10.77 | 15.06 | 71% |
| Returns for 5 years | 34.76 | 14.22 | 244% |
| Returns for 10 years | N/A | 33.04 | - |
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