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FMXKX vs VTSMX
FMXKX vs VTSMX Comparison
Open Charts FMXKX vs VTSMX
Federated Hermes Max-Cap Index R
Price$8.04
Change+$0.06 (+0.75%)
VolumeN/A
Net Assets241.38M
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
FMXKX vs VTSMX Comparison Chart in %
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FMXKX vs. VTSMX commentary
Aug 07, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FMXKX (241M). VTSMX pays higher dividends than FMXKX: VTSMX (1.09) vs FMXKX (0.28). FMXKX was incepted earlier than VTSMX: FMXKX (22 years) vs VTSMX (33 years). FMXKX (1.26) is less costly to investors than VTSMX (0.14). FMXKX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). FMXKX has a lower initial minimum investment than VTSMX: FMXKX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.02 vs. FMXKX (7.90). VTSMX return over 5 years is better than : 82.72 vs. FMXKX (-15.58).
| FMXKX | VTSMX | FMXKX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 7.088 | 6.754 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 1.91T | 0% |
| Annual Yield % from dividends | 0.28 | 1.09 | 26% |
| Returns for 1 year | 7.90 | 20.02 | 39% |
| Returns for 3 years | -2.92 | 49.22 | -6% |
| Returns for 5 years | -15.58 | 82.72 | -19% |
| Returns for 10 years | -47.99 | 198.64 | -24% |
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