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FISPX vs VTSMX
FISPX vs VTSMX Comparison
Open Charts FISPX vs VTSMX
Federated Hermes Max-Cap Index IS
Price$8.02
Change-$0.14 (-1.72%)
VolumeN/A
Net Assets237.49M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
FISPX vs VTSMX Comparison Chart
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FISPX vs. VTSMX commentary
Feb 22, 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 FISPX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. FISPX (237M). VTSMX pays higher dividends than FISPX: VTSMX (1.26) vs FISPX (1.00). FISPX was incepted earlier than VTSMX: FISPX (35 years) vs VTSMX (33 years). FISPX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FISPX: VTSMX (3000) vs FISPX (1000000). VTSMX annual gain was more profitable for investors over the last year : 22.86 vs. FISPX (11.97). VTSMX return over 5 years is better than : 79.09 vs. FISPX (-11.45).
| FISPX | VTSMX | FISPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 4.592 | 4.603 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.84T | 0% |
| Annual Yield % from dividends | 1.00 | 1.26 | 79% |
| Returns for 1 year | 11.97 | 22.86 | 52% |
| Returns for 3 years | -6.04 | 38.57 | -16% |
| Returns for 5 years | -11.45 | 79.09 | -14% |
| Returns for 10 years | -42.61 | 187.66 | -23% |