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FMXSX vs VITSX
FMXSX vs VITSX Comparison
Open Charts FMXSX vs VITSX
Federated Hermes Max-Cap Index Svc
Price$7.45
Change+$0.23 (+3.19%)
VolumeN/A
Net Assets218.88M
Vanguard Total Stock Market Idx I
Price$139.82
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
FMXSX vs VITSX Comparison Chart
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FMXSX vs. VITSX commentary
May 13, 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 FMXSX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. FMXSX (219M). VITSX pays higher dividends than FMXSX: VITSX (1.37) vs FMXSX (0.75). FMXSX was incepted earlier than VITSX: FMXSX (32 years) vs VITSX (28 years). FMXSX (1.12) is less costly to investors than VITSX (0.03). FMXSX is a more actively managed with annual turnover of: 37.00 vs. VITSX (2.00). FMXSX has a lower initial minimum investment than VITSX: FMXSX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 7.83 vs. FMXSX (-2.20). VITSX return over 5 years is better than : 97.30 vs. FMXSX (-7.33).
| FMXSX | VITSX | FMXSX / VITSX | |
| Total Expense Ratio | 0.67 | 0.03 | 2,233% |
| Annual Report Gross Expense Ratio | 1.12 | 0.03 | 3,733% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | -3.686 | -4.018 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 1.72T | 0% |
| Annual Yield % from dividends | 0.75 | 1.37 | 54% |
| Returns for 1 year | -2.20 | 7.83 | -28% |
| Returns for 3 years | -8.85 | 38.75 | -23% |
| Returns for 5 years | -7.33 | 97.30 | -8% |
| Returns for 10 years | -52.28 | 162.80 | -32% |