Ad is loading...
FMXSX vs VSMPX
FMXSX vs VSMPX Comparison
Open Charts FMXSX vs VSMPX
Federated Hermes Max-Cap Index Svc
Price$6.73
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets206.85M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
FMXSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. FMXSX (207M). VSMPX pays higher dividends than FMXSX: VSMPX (1.37) vs FMXSX (0.74). FMXSX was incepted earlier than VSMPX: FMXSX (32 years) vs VSMPX (10 years). FMXSX (1.12) is less costly to investors than VSMPX (0.02). FMXSX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). FMXSX has a lower initial minimum investment than VSMPX: FMXSX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.36 vs. FMXSX (-5.41). VSMPX return over 5 years is better than : 81.01 vs. FMXSX (-15.30).
| FMXSX | VSMPX | FMXSX / VSMPX | |
| Total Expense Ratio | 0.67 | 0.02 | 3,350% |
| Annual Report Gross Expense Ratio | 1.12 | 0.02 | 5,600% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -10.356 | -10.853 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 1.7T | 0% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | -5.41 | 4.36 | -124% |
| Returns for 3 years | -22.14 | 17.57 | -126% |
| Returns for 5 years | -15.30 | 81.01 | -19% |
| Returns for 10 years | -55.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...