Ad is loading...
FMSTX vs VIVAX
FMSTX vs VIVAX Comparison
Open Charts FMSTX vs VIVAX
Federated Hermes MDT Large Cap Value IS
Price$30.52
Change-$0.88 (-2.80%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
FMSTX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSTX vs. VIVAX commentary
Dec 19, 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 FMSTX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. FMSTX (1.33B). VIVAX pays higher dividends than FMSTX: VIVAX (2.25) vs FMSTX (1.27). FMSTX was incepted earlier than VIVAX: FMSTX (15 years) vs VIVAX (32 years). FMSTX is a more actively managed with annual turnover of: 95.00 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 : 16.42 vs. FMSTX (11.40). VIVAX return over 5 years is better than : 44.64 vs. FMSTX (21.42).
| FMSTX | VIVAX | FMSTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 10.092 | 16.008 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 195B | 1% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 11.40 | 16.42 | 69% |
| Returns for 3 years | 8.32 | 20.48 | 41% |
| Returns for 5 years | 21.42 | 44.64 | 48% |
| Returns for 10 years | 25.98 | 104.82 | 25% |