Interact to see
Advertisement
Advertisement
FHESX vs SCWFX
FHESX vs SCWFX Comparison
Open Charts FHESX vs SCWFX
Federated Hermes SDG Engagement Eq IS
Price$14.24
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets101.52M
American Funds SMALLCAP World F1
Price$75.21
Change+$0.58 (+0.78%)
VolumeN/A
Net Assets82.9B
FHESX vs SCWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHESX vs. SCWFX commentary
Oct 27, 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 82.9B vs. FHESX (102M). FHESX pays higher dividends than SCWFX: FHESX (1.24) vs SCWFX (0.53). FHESX was incepted earlier than SCWFX: FHESX (7 years) vs SCWFX (25 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 : 11.19 vs. FHESX (0.67). FHESX return over 5 years is better than : 36.70 vs. SCWFX (11.59).
| 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 | 25 years | - |
| Gain YTD | 4.783 | 13.497 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 82.9B | 0% |
| Annual Yield % from dividends | 1.24 | 0.53 | 234% |
| Returns for 1 year | 0.67 | 11.19 | 6% |
| Returns for 3 years | 31.93 | 42.43 | 75% |
| Returns for 5 years | 36.70 | 11.59 | 317% |
| Returns for 10 years | N/A | 65.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement