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FMSTX vs VIVAX
FMSTX vs VIVAX Comparison
Open Charts FMSTX vs VIVAX
Federated Hermes MDT Large Cap Value IS
Price$31.74
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets1.37B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FMSTX vs VIVAX Comparison Chart
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FMSTX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FMSTX (1.37B). 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 : 18.19 vs. FMSTX (11.98). VIVAX return over 5 years is better than : 44.18 vs. FMSTX (19.51).
| 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 | 2.985 | 3.194 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 184B | 1% |
| Annual Yield % from dividends | 1.27 | 2.25 | 57% |
| Returns for 1 year | 11.98 | 18.19 | 66% |
| Returns for 3 years | 6.40 | 18.46 | 35% |
| Returns for 5 years | 19.51 | 44.18 | 44% |
| Returns for 10 years | 32.29 | 111.10 | 29% |
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