Interact to see
Advertisement
Advertisement
FHESX vs SCWFX
FHESX vs SCWFX Comparison
Open Charts FHESX vs SCWFX
Federated Hermes SDG Engagement Eq IS
Price$14.62
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets105.6M
American Funds SMALLCAP World F1
Price$73.38
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets80.76B
FHESX vs SCWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHESX vs. SCWFX commentary
Aug 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 StrongBuy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.8B vs. FHESX (106M). 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 : 8.07 vs. FHESX (2.28). FHESX return over 5 years is better than : 43.88 vs. SCWFX (13.66).
| 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 | 7.653 | 10.736 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 80.8B | 0% |
| Annual Yield % from dividends | 1.27 | 0.55 | 231% |
| Returns for 1 year | 2.28 | 8.07 | 28% |
| Returns for 3 years | 27.38 | 30.06 | 91% |
| Returns for 5 years | 43.88 | 13.66 | 321% |
| Returns for 10 years | N/A | 57.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement