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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$12.32
Change-$0.66 (-5.08%)
VolumeN/A
Net Assets94.87M
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
Apr 04, 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: 69.7B vs. FHESX (94.9M). FHESX pays higher dividends than SFCWX: FHESX (1.38) vs SFCWX (1.04). FHESX was incepted earlier than SFCWX: FHESX (6 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 : -4.72 vs. FHESX (-8.37). FHESX return over 5 years is better than : 80.11 vs. SFCWX (53.43).
| FHESX | SFCWX | FHESX / SFCWX | |
| Total Expense Ratio | 0.94 | 0.65 | 145% |
| Annual Report Gross Expense Ratio | 1.24 | 0.65 | 191% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | -4.489 | -4.980 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.9M | 69.7B | 0% |
| Annual Yield % from dividends | 1.38 | 1.04 | 133% |
| Returns for 1 year | -8.37 | -4.72 | 177% |
| Returns for 3 years | 1.79 | -5.29 | -34% |
| Returns for 5 years | 80.11 | 53.43 | 150% |
| Returns for 10 years | N/A | N/A | - |
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