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FMSTX vs VIVIX
FMSTX vs VIVIX Comparison
Open Charts FMSTX vs VIVIX
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$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
FMSTX vs VIVIX Comparison Chart
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FMSTX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FMSTX (1.37B). VIVIX pays higher dividends than FMSTX: VIVIX (2.37) vs FMSTX (1.27). FMSTX was incepted earlier than VIVIX: FMSTX (15 years) vs VIVIX (27 years). FMSTX is a more actively managed with annual turnover of: 95.00 vs. VIVIX (10.00). FMSTX has a lower initial minimum investment than VIVIX: FMSTX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. FMSTX (11.98). VIVIX return over 5 years is better than : 44.19 vs. FMSTX (19.51).
| FMSTX | VIVIX | FMSTX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 2.985 | 3.211 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 184B | 1% |
| Annual Yield % from dividends | 1.27 | 2.37 | 54% |
| Returns for 1 year | 11.98 | 18.21 | 66% |
| Returns for 3 years | 6.40 | 18.46 | 35% |
| Returns for 5 years | 19.51 | 44.19 | 44% |
| Returns for 10 years | 32.29 | 111.13 | 29% |
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