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FMXKX vs VTSAX
FMXKX vs VTSAX Comparison
Open Charts FMXKX vs VTSAX
Federated Hermes Max-Cap Index R
Price$7.89
Change+$0.04 (+0.51%)
VolumeN/A
Net Assets238.24M
Vanguard Total Stock Mkt Idx Adm
Price$148.73
Change+$0.80 (+0.54%)
VolumeN/A
Net Assets1.82T
FMXKX vs VTSAX Comparison Chart in %
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FMXKX vs. VTSAX commentary
Jul 03, 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: 1.82T vs. FMXKX (238M). VTSAX pays higher dividends than FMXKX: VTSAX (1.21) vs FMXKX (0.28). FMXKX was incepted earlier than VTSAX: FMXKX (22 years) vs VTSAX (25 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 : 12.84 vs. FMXKX (0.97). VTSAX return over 5 years is better than : 92.90 vs. FMXKX (-11.08).
| 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 | 25 years | - |
| Gain YTD | 5.343 | 4.941 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.82T | 0% |
| Annual Yield % from dividends | 0.28 | 1.21 | 23% |
| Returns for 1 year | 0.97 | 12.84 | 8% |
| Returns for 3 years | 3.43 | 59.87 | 6% |
| Returns for 5 years | -11.08 | 92.90 | -12% |
| Returns for 10 years | -48.80 | 193.54 | -25% |