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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$7.67
Change-$0.14 (-1.79%)
VolumeN/A
Net Assets237.49M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. FMXSX (237M). 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 : 17.60 vs. FMXSX (6.48). VTSAX return over 5 years is better than : 74.84 vs. FMXSX (-16.68).
| 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 | 2.130 | 2.127 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.84T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | 6.48 | 17.60 | 37% |
| Returns for 3 years | -9.50 | 36.79 | -26% |
| Returns for 5 years | -16.68 | 74.84 | -22% |
| Returns for 10 years | -49.05 | 180.79 | -27% |
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