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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.67
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets99.3M
American Funds SMALLCAP World F3
Price$73.57
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets78.46B
FHESX vs SFCWX Comparison Chart in %
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FHESX vs. SFCWX commentary
Jul 16, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.5B vs. FHESX (99.3M). FHESX pays higher dividends than SFCWX: FHESX (1.29) vs SFCWX (0.94). 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 : 4.78 vs. FHESX (-2.10). FHESX return over 5 years is better than : 44.21 vs. SFCWX (19.90).
| 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 | 1.692 | 6.859 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.3M | 78.5B | 0% |
| Annual Yield % from dividends | 1.29 | 0.94 | 138% |
| Returns for 1 year | -2.10 | 4.78 | -44% |
| Returns for 3 years | 25.99 | 33.93 | 77% |
| Returns for 5 years | 44.21 | 19.90 | 222% |
| Returns for 10 years | N/A | N/A | - |
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