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FMSTX vs VIVAX
FMSTX vs VIVAX Comparison
Open Charts FMSTX vs VIVAX
Federated Hermes MDT Large Cap Value IS
Price$31.31
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets1.55B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FMSTX vs VIVAX Comparison Chart
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FMSTX vs. VIVAX commentary
May 09, 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: 184B vs. FMSTX (1.55B). VIVAX pays higher dividends than FMSTX: VIVAX (2.22) vs FMSTX (1.12). FMSTX was incepted earlier than VIVAX: FMSTX (15 years) vs VIVAX (33 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 (9.00). 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 : 5.12 vs. FMSTX (-1.60). VIVAX return over 5 years is better than : 72.17 vs. FMSTX (44.07).
| 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 | 33 years | - |
| Gain YTD | 1.427 | -0.958 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 184B | 1% |
| Annual Yield % from dividends | 1.12 | 2.22 | 51% |
| Returns for 1 year | -1.60 | 5.12 | -31% |
| Returns for 3 years | 13.15 | 20.66 | 64% |
| Returns for 5 years | 44.07 | 72.17 | 61% |
| Returns for 10 years | 22.63 | 96.24 | 24% |
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