Interact to see
Advertisement
Advertisement
FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.08
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets243.22M
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
FMXSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VTSAX commentary
Aug 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 Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. FMXSX (243M). VTSAX pays higher dividends than FMXSX: VTSAX (1.18) vs FMXSX (0.68). 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 : 21.78 vs. FMXSX (10.20). VTSAX return over 5 years is better than : 83.94 vs. FMXSX (-12.71).
| 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 | 8.112 | 7.459 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 1.91T | 0% |
| Annual Yield % from dividends | 0.68 | 1.18 | 57% |
| Returns for 1 year | 10.20 | 21.78 | 47% |
| Returns for 3 years | -0.52 | 50.18 | -1% |
| Returns for 5 years | -12.71 | 83.94 | -15% |
| Returns for 10 years | -46.11 | 197.46 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement