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FMXKX vs VTSAX
FMXKX vs VTSAX Comparison
Open Charts FMXKX vs VTSAX
Federated Hermes Max-Cap Index R
Price$7.45
Change-$0.22 (-2.87%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
FMXKX vs VTSAX Comparison Chart
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FMXKX vs. VTSAX commentary
Dec 19, 2024
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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. FMXKX (239M). 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 : 22.05 vs. FMXKX (14.57). VTSAX return over 5 years is better than : 77.49 vs. FMXKX (-14.80).
| 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 | 13.889 | 22.422 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 1.84T | 0% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | 14.57 | 22.05 | 66% |
| Returns for 3 years | -16.29 | 23.87 | -68% |
| Returns for 5 years | -14.80 | 77.49 | -19% |
| Returns for 10 years | -49.60 | 183.58 | -27% |
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