Ad is loading...
FMXSX vs VITSX
FMXSX vs VITSX Comparison
Open Charts FMXSX vs VITSX
Federated Hermes Max-Cap Index Svc
Price$7.75
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets237.25M
Vanguard Total Stock Market Idx I
Price$146.16
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
FMXSX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VITSX commentary
Jan 31, 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 StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. FMXSX (237M). VITSX pays higher dividends than FMXSX: VITSX (1.36) vs FMXSX (0.80). FMXSX was incepted earlier than VITSX: FMXSX (31 years) vs VITSX (28 years). FMXSX is a more actively managed with annual turnover of: 32.00 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 : 24.49 vs. FMXSX (12.46). VITSX return over 5 years is better than : 83.06 vs. FMXSX (-13.29).
| FMXSX | VITSX | FMXSX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | 2.663 | 2.992 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.78T | 0% |
| Annual Yield % from dividends | 0.80 | 1.36 | 59% |
| Returns for 1 year | 12.46 | 24.49 | 51% |
| Returns for 3 years | -13.21 | 31.84 | -41% |
| Returns for 5 years | -13.29 | 83.06 | -16% |
| Returns for 10 years | -46.28 | 197.21 | -23% |
View a ticker or compare two or three
VS
VS
Ad is loading...