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FMSTX vs VIVAX
FMSTX vs VIVAX Comparison
Open Charts FMSTX vs VIVAX
Federated Hermes MDT Large Cap Value IS
Price$29.65
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets1.45B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
FMSTX vs VIVAX Comparison Chart
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FMSTX vs. VIVAX commentary
Apr 18, 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 FMSTX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. FMSTX (1.45B). VIVAX pays higher dividends than FMSTX: VIVAX (2.14) vs FMSTX (1.10). FMSTX was incepted earlier than VIVAX: FMSTX (15 years) vs VIVAX (32 years). FMSTX (0.91) is less costly to investors than VIVAX (0.17). FMSTX is a more actively managed with annual turnover of: 69.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than FMSTX: VIVAX (3000) vs FMSTX (1000000). VIVAX annual gain was more profitable for investors over the last year : 4.48 vs. FMSTX (-3.13). VIVAX return over 5 years is better than : 64.54 vs. FMSTX (37.73).
| FMSTX | VIVAX | FMSTX / VIVAX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -4.041 | -4.652 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 191B | 1% |
| Annual Yield % from dividends | 1.10 | 2.14 | 52% |
| Returns for 1 year | -3.13 | 4.48 | -70% |
| Returns for 3 years | -0.85 | 9.28 | -9% |
| Returns for 5 years | 37.73 | 64.54 | 58% |
| Returns for 10 years | 16.30 | 90.29 | 18% |