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FHESX vs SCWFX
FHESX vs SCWFX Comparison
Open Charts FHESX vs SCWFX
Federated Hermes SDG Engagement Eq IS
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets100.85M
American Funds SMALLCAP World F1
Price$71.62
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
FHESX vs SCWFX Comparison Chart in %
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FHESX vs. SCWFX commentary
Aug 07, 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 Hold and SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 79.1B vs. FHESX (101M). FHESX pays higher dividends than SCWFX: FHESX (1.27) vs SCWFX (0.55). FHESX was incepted earlier than SCWFX: FHESX (7 years) vs SCWFX (24 years). FHESX (1.24) is less costly to investors than SCWFX (1.08). SCWFX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). SCWFX has a lower initial minimum investment than FHESX: SCWFX (250) vs FHESX (1000000). SCWFX annual gain was more profitable for investors over the last year : 13.86 vs. FHESX (4.42). FHESX return over 5 years is better than : 39.86 vs. SCWFX (13.20).
| FHESX | SCWFX | FHESX / SCWFX | |
| Total Expense Ratio | 0.94 | 1.08 | 87% |
| Annual Report Gross Expense Ratio | 1.24 | 1.08 | 115% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 3.458 | 8.080 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 79.1B | 0% |
| Annual Yield % from dividends | 1.27 | 0.55 | 231% |
| Returns for 1 year | 4.42 | 13.86 | 32% |
| Returns for 3 years | 18.60 | 23.35 | 80% |
| Returns for 5 years | 39.86 | 13.20 | 302% |
| Returns for 10 years | N/A | 48.23 | - |
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