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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.38
Change-$0.11 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. FMXSX (238M). 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 : 30.54 vs. FMXSX (7.04). VTSAX return over 5 years is better than : 83.75 vs. FMXSX (-15.48).
| 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 | 24.051 | 22.422 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.73T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | 7.04 | 30.54 | 23% |
| Returns for 3 years | -22.19 | 19.92 | -111% |
| Returns for 5 years | -15.48 | 83.75 | -18% |
| Returns for 10 years | -48.13 | 186.74 | -26% |
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