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FMXKX vs VTSAX
FMXKX vs VTSAX Comparison
Open Charts FMXKX vs VTSAX
Federated Hermes Max-Cap Index R
Price$6.79
Change+$0.12 (+1.80%)
VolumeN/A
Net Assets206.08M
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
FMXKX vs VTSAX Comparison Chart
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FMXKX vs. VTSAX commentary
Apr 12, 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 FMXKX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FMXKX (206M). VTSAX pays higher dividends than FMXKX: VTSAX (1.35) vs FMXKX (0.33). FMXKX was incepted earlier than VTSAX: FMXKX (22 years) vs VTSAX (24 years). FMXKX (1.26) is less costly to investors than VTSAX (0.04). FMXKX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). FMXKX has a lower initial minimum investment than VTSAX: FMXKX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 0.31 vs. FMXKX (-9.18). VTSAX return over 5 years is better than : 85.36 vs. FMXKX (-15.07).
| FMXKX | VTSAX | FMXKX / VTSAX | |
| Total Expense Ratio | 1.12 | 0.04 | 2,800% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -10.530 | -11.147 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 25% |
| Returns for 1 year | -9.18 | 0.31 | -2,954% |
| Returns for 3 years | -23.54 | 17.02 | -138% |
| Returns for 5 years | -15.07 | 85.36 | -18% |
| Returns for 10 years | -56.78 | 145.82 | -39% |