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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$6.73
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets206.85M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FMXSX (207M). VTSAX pays higher dividends than FMXSX: VTSAX (1.35) vs FMXSX (0.74). FMXSX was incepted earlier than VTSAX: FMXSX (32 years) vs VTSAX (24 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 : 4.35 vs. FMXSX (-5.41). VTSAX return over 5 years is better than : 80.96 vs. FMXSX (-15.30).
| 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 | 24 years | - |
| Gain YTD | -10.356 | -10.856 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 1.7T | 0% |
| Annual Yield % from dividends | 0.74 | 1.35 | 55% |
| Returns for 1 year | -5.41 | 4.35 | -124% |
| Returns for 3 years | -22.14 | 17.54 | -126% |
| Returns for 5 years | -15.30 | 80.96 | -19% |
| Returns for 10 years | -55.04 | 146.20 | -38% |
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