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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$7.72
Change-$0.03 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$145.87
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX commentary
Dec 18, 2024
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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. FMXSX (240M). VTSAX pays higher dividends than FMXSX: VTSAX (1.35) vs FMXSX (0.80). FMXSX was incepted earlier than VTSAX: FMXSX (31 years) vs VTSAX (24 years). FMXSX is a more actively managed with annual turnover of: 32.00 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 : 26.91 vs. FMXSX (15.27). VTSAX return over 5 years is better than : 84.17 vs. FMXSX (-12.52).
| FMXSX | VTSAX | FMXSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 14.593 | 26.390 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 1.84T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | 15.27 | 26.91 | 57% |
| Returns for 3 years | -14.92 | 27.89 | -53% |
| Returns for 5 years | -12.52 | 84.17 | -15% |
| Returns for 10 years | -47.48 | 192.77 | -25% |