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FMXKX vs VTSMX
FMXKX vs VTSMX Comparison
Open Charts FMXKX vs VTSMX
Federated Hermes Max-Cap Index R
Price$8.39
Change-$0.07 (-0.83%)
VolumeN/A
Net Assets253.6M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
FMXKX vs VTSMX Comparison Chart in %
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FMXKX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FMXKX (254M). VTSMX pays higher dividends than FMXKX: VTSMX (1.02) vs FMXKX (0.26). FMXKX was incepted earlier than VTSMX: FMXKX (23 years) vs VTSMX (34 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 : 10.79 vs. FMXKX (0.32). VTSMX return over 5 years is better than : 77.62 vs. FMXKX (-16.52).
| FMXKX | VTSMX | FMXKX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 12.638 | 11.948 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 2.05T | 0% |
| Annual Yield % from dividends | 0.26 | 1.02 | 25% |
| Returns for 1 year | 0.32 | 10.79 | 3% |
| Returns for 3 years | 6.45 | 63.83 | 10% |
| Returns for 5 years | -16.52 | 77.62 | -21% |
| Returns for 10 years | -45.81 | 213.77 | -21% |
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