Ad is loading...
FMXSX vs VITSX
FMXSX vs VITSX Comparison
Open Charts FMXSX vs VITSX
Federated Hermes Max-Cap Index Svc
Price$6.73
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets206.85M
Vanguard Total Stock Market Idx I
Price$125.99
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FMXSX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VITSX commentary
Apr 18, 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 Hold and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. FMXSX (207M). VITSX pays higher dividends than FMXSX: VITSX (1.36) vs FMXSX (0.74). 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 : 4.35 vs. FMXSX (-5.41). VITSX return over 5 years is better than : 80.96 vs. FMXSX (-15.30).
| 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 | -10.356 | -10.854 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 1.7T | 0% |
| Annual Yield % from dividends | 0.74 | 1.36 | 54% |
| Returns for 1 year | -5.41 | 4.35 | -124% |
| Returns for 3 years | -22.14 | 17.55 | -126% |
| Returns for 5 years | -15.30 | 80.96 | -19% |
| Returns for 10 years | -55.04 | 146.15 | -38% |
View a ticker or compare two or three
VS
VS
Ad is loading...