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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets94.29M
American Funds SMALLCAP World F3
Price$67.73
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets71.85B
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
May 12, 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.8B vs. FHESX (94.3M). FHESX pays higher dividends than SFCWX: FHESX (1.40) vs SFCWX (1.02). 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 : -0.02 vs. FHESX (-7.68). FHESX return over 5 years is better than : 51.75 vs. SFCWX (26.42).
| 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 | -3.900 | -1.655 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 71.8B | 0% |
| Annual Yield % from dividends | 1.40 | 1.02 | 137% |
| Returns for 1 year | -7.68 | -0.02 | 50,255% |
| Returns for 3 years | 15.08 | 19.49 | 77% |
| Returns for 5 years | 51.75 | 26.42 | 196% |
| Returns for 10 years | N/A | N/A | - |
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