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FMXSX vs VSTSX
FMXSX vs VSTSX Comparison
Open Charts FMXSX vs VSTSX
Federated Hermes Max-Cap Index Svc
Price$7.65
Change+$0.07 (+0.92%)
VolumeN/A
Net Assets233.35M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
FMXSX vs VSTSX Comparison Chart
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FMXSX vs. VSTSX commentary
Jan 19, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. FMXSX (233M). VSTSX pays higher dividends than FMXSX: VSTSX (1.36) vs FMXSX (0.80). FMXSX was incepted earlier than VSTSX: FMXSX (31 years) vs VSTSX (9 years). FMXSX is a more actively managed with annual turnover of: 32.00 vs. VSTSX (2.00). FMXSX has a lower initial minimum investment than VSTSX: FMXSX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. FMXSX (12.02). VSTSX return over 5 years is better than : 76.20 vs. FMXSX (-17.32).
| FMXSX | VSTSX | FMXSX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 0.932 | 2.247 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 1.78T | 0% |
| Annual Yield % from dividends | 0.80 | 1.36 | 59% |
| Returns for 1 year | 12.02 | 25.28 | 48% |
| Returns for 3 years | -15.78 | 29.03 | -54% |
| Returns for 5 years | -17.32 | 76.20 | -23% |
| Returns for 10 years | -47.25 | N/A | - |