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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.28
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets249.54M
Vanguard Total Stock Mkt Idx Adm
Price$155.25
Change+$0.42 (+0.27%)
VolumeN/A
Net Assets1.91T
FMXSX vs VTSAX Comparison Chart in %
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FMXSX vs. VTSAX commentary
Aug 28, 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: 1.91T vs. FMXSX (250M). 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 : 14.89 vs. FMXSX (3.81). VTSAX return over 5 years is better than : 79.74 vs. FMXSX (-14.99).
| 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 | 10.384 | 9.836 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 1.91T | 0% |
| Annual Yield % from dividends | 0.68 | 1.18 | 57% |
| Returns for 1 year | 3.81 | 14.89 | 26% |
| Returns for 3 years | 3.42 | 56.62 | 6% |
| Returns for 5 years | -14.99 | 79.74 | -19% |
| Returns for 10 years | -41.89 | 220.82 | -19% |
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