Interact to see
Advertisement
Advertisement
FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.57
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets254.01M
Vanguard Total Stock Mkt Idx Adm
Price$160.46
Change-$0.76 (-0.47%)
VolumeN/A
Net Assets2.02T
FMXSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VTSAX commentary
Oct 08, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. FMXSX (254M). VTSAX pays higher dividends than FMXSX: VTSAX (1.13) vs FMXSX (0.61). 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 : 18.35 vs. FMXSX (6.71). VTSAX return over 5 years is better than : 89.11 vs. FMXSX (-9.84).
| 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 | 15.064 | 14.392 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 2.02T | 0% |
| Annual Yield % from dividends | 0.61 | 1.13 | 54% |
| Returns for 1 year | 6.71 | 18.35 | 37% |
| Returns for 3 years | 19.93 | 82.10 | 24% |
| Returns for 5 years | -9.84 | 89.11 | -11% |
| Returns for 10 years | -40.29 | 231.82 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement