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FMXKX vs VTSMX
FMXKX vs VTSMX Comparison
Open Charts FMXKX vs VTSMX
Federated Hermes Max-Cap Index R
Price$7.53
Change-$0.04 (-0.53%)
VolumeN/A
Net Assets230.16M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
FMXKX vs VTSMX Comparison Chart
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FMXKX vs. VTSMX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FMXKX (230M). VTSMX pays higher dividends than FMXKX: VTSMX (1.18) vs FMXKX (0.32). 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 : 11.39 vs. FMXKX (0.09). VTSMX return over 5 years is better than : 81.77 vs. FMXKX (-15.93).
| 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 | 1.543 | 1.278 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 0.09 | 11.39 | 1% |
| Returns for 3 years | -7.58 | 42.44 | -18% |
| Returns for 5 years | -15.93 | 81.77 | -19% |
| Returns for 10 years | -50.64 | 181.22 | -28% |
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