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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.83
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets102.41M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets75.12B
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.1B vs. FHESX (102M). SFCWX pays higher dividends than FHESX: SFCWX (0.95) vs FHESX (0.88). FHESX was incepted earlier than SFCWX: FHESX (6 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. FHESX (14.00). FHESX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. SFCWX annual gain was more profitable for investors over the last year : 8.20 vs. FHESX (6.46). FHESX return over 5 years is better than : 24.62 vs. SFCWX (16.09).
| FHESX | SFCWX | FHESX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 1.766 | 1.278 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 75.1B | 0% |
| Annual Yield % from dividends | 0.88 | 0.95 | 93% |
| Returns for 1 year | 6.46 | 8.20 | 79% |
| Returns for 3 years | 2.36 | -3.83 | -62% |
| Returns for 5 years | 24.62 | 16.09 | 153% |
| Returns for 10 years | N/A | N/A | - |
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