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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.35
Change-$0.17 (-1.26%)
VolumeN/A
Net Assets99.72M
American Funds SMALLCAP World F3
Price$68.99
Change-$1.56 (-2.21%)
VolumeN/A
Net Assets74.42B
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
Feb 23, 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: 74.4B vs. FHESX (99.7M). 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 : 1.92 vs. FHESX (-2.14). FHESX return over 5 years is better than : 23.17 vs. SFCWX (14.99).
| 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 | 0.174 | -1,014% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 74.4B | 0% |
| Annual Yield % from dividends | 0.88 | 0.95 | 93% |
| Returns for 1 year | -2.14 | 1.92 | -112% |
| Returns for 3 years | 4.69 | 2.00 | 234% |
| Returns for 5 years | 23.17 | 14.99 | 155% |
| Returns for 10 years | N/A | N/A | - |
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