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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.34
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets96.39M
American Funds SMALLCAP World F3
Price$71.05
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets75.27B
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. FHESX (96.4M). FHESX pays higher dividends than SFCWX: FHESX (1.33) vs SFCWX (0.96). FHESX was incepted earlier than SFCWX: FHESX (7 years) vs SFCWX (8 years). FHESX (1.24) is less costly to investors than SFCWX (0.65). SFCWX is a more actively managed with annual turnover of: 32.00 vs. FHESX (19.00). FHESX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 5.74 vs. FHESX (-2.06). FHESX return over 5 years is better than : 34.76 vs. SFCWX (19.10).
| FHESX | SFCWX | FHESX / SFCWX | |
| Total Expense Ratio | 0.94 | 0.65 | 145% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | -1.545 | 3.165 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 75.3B | 0% |
| Annual Yield % from dividends | 1.33 | 0.96 | 138% |
| Returns for 1 year | -2.06 | 5.74 | -36% |
| Returns for 3 years | 10.77 | 17.98 | 60% |
| Returns for 5 years | 34.76 | 19.10 | 182% |
| Returns for 10 years | N/A | N/A | - |
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