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FMSTX vs VIVIX
FMSTX vs VIVIX Comparison
Open Charts FMSTX vs VIVIX
Federated Hermes MDT Large Cap Value IS
Price$31.31
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets1.55B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FMSTX vs VIVIX Comparison Chart
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FMSTX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FMSTX (1.55B). VIVIX pays higher dividends than FMSTX: VIVIX (2.35) vs FMSTX (1.12). FMSTX was incepted earlier than VIVIX: FMSTX (15 years) vs VIVIX (27 years). FMSTX (0.91) is less costly to investors than VIVIX (0.04). FMSTX is a more actively managed with annual turnover of: 69.00 vs. VIVIX (9.00). 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 : 5.12 vs. FMSTX (-1.60). VIVIX return over 5 years is better than : 72.19 vs. FMSTX (44.07).
| FMSTX | VIVIX | FMSTX / VIVIX | |
| Total Expense Ratio | 0.77 | 0.04 | 1,925% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.427 | -0.942 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 184B | 1% |
| Annual Yield % from dividends | 1.12 | 2.35 | 48% |
| Returns for 1 year | -1.60 | 5.12 | -31% |
| Returns for 3 years | 13.15 | 20.66 | 64% |
| Returns for 5 years | 44.07 | 72.19 | 61% |
| Returns for 10 years | 22.63 | 96.21 | 24% |
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