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FHESX vs SFCWX
FHESX vs SFCWX Comparison
Open Charts FHESX vs SFCWX
Federated Hermes SDG Engagement Eq IS
Price$14.44
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$73.27
Change+$0.05 (+0.07%)
VolumeN/A
CapitalizationN/A
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FHESX vs SFCWX Comparison Chart
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FHESX vs. SFCWX commentary
Nov 10, 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 Buy and SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 77.7B vs. FHESX (107M). 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 : 25.95 vs. FHESX (23.03). FHESX return over 5 years is better than : 33.16 vs. SFCWX (27.27).
| 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 | 6.255 | 8.227 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 77.7B | 0% |
| Annual Yield % from dividends | 0.88 | 0.95 | 93% |
| Returns for 1 year | 23.03 | 25.95 | 89% |
| Returns for 3 years | 2.88 | -22.45 | -13% |
| Returns for 5 years | 33.16 | 27.27 | 122% |
| Returns for 10 years | N/A | N/A | - |
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