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FMXKX vs VTSAX
FMXKX vs VTSAX Comparison
Open Charts FMXKX vs VTSAX
Federated Hermes Max-Cap Index R
Price$7.70
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets237.25M
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
FMXKX vs VTSAX Comparison Chart
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FMXKX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. FMXKX (237M). VTSAX pays higher dividends than FMXKX: VTSAX (1.35) vs FMXKX (0.47). FMXKX was incepted earlier than VTSAX: FMXKX (22 years) vs VTSAX (24 years). FMXKX is a more actively managed with annual turnover of: 32.00 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 : 24.49 vs. FMXKX (11.92). VTSAX return over 5 years is better than : 83.08 vs. FMXKX (-15.46).
| FMXKX | VTSAX | FMXKX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.681 | 2.992 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.78T | 0% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | 11.92 | 24.49 | 49% |
| Returns for 3 years | -14.51 | 31.85 | -46% |
| Returns for 5 years | -15.46 | 83.08 | -19% |
| Returns for 10 years | -48.42 | 197.28 | -25% |
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