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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.84
Change-$0.41 (-2.88%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$69.92
Change-$2.19 (-3.04%)
VolumeN/A
CapitalizationN/A
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
Dec 19, 2024
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: 76.3B vs. FHESX (105M). 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 : 9.03 vs. FHESX (6.41). FHESX return over 5 years is better than : 30.24 vs. SFCWX (18.74).
| 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 | 4.857 | 6.514 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 76.3B | 0% |
| Annual Yield % from dividends | 0.88 | 0.95 | 93% |
| Returns for 1 year | 6.41 | 9.03 | 71% |
| Returns for 3 years | 5.57 | -7.33 | -76% |
| Returns for 5 years | 30.24 | 18.74 | 161% |
| Returns for 10 years | N/A | N/A | - |
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