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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$7.45
Change+$0.23 (+3.19%)
VolumeN/A
Net Assets218.88M
Vanguard Total Stock Mkt Idx Adm
Price$139.80
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. FMXSX (219M). VTSAX pays higher dividends than FMXSX: VTSAX (1.36) vs FMXSX (0.75). FMXSX was incepted earlier than VTSAX: FMXSX (32 years) vs VTSAX (25 years). FMXSX (1.12) is less costly to investors than VTSAX (0.04). FMXSX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than FMXSX: VTSAX (3000) vs FMXSX (1000000). VTSAX annual gain was more profitable for investors over the last year : 7.83 vs. FMXSX (-2.20). VTSAX return over 5 years is better than : 97.30 vs. FMXSX (-7.33).
| FMXSX | VTSAX | FMXSX / VTSAX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,675% |
| Annual Report Gross Expense Ratio | 1.12 | 0.04 | 2,800% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -3.686 | -4.018 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 1.72T | 0% |
| Annual Yield % from dividends | 0.75 | 1.36 | 55% |
| Returns for 1 year | -2.20 | 7.83 | -28% |
| Returns for 3 years | -8.85 | 38.74 | -23% |
| Returns for 5 years | -7.33 | 97.30 | -8% |
| Returns for 10 years | -52.28 | 162.86 | -32% |