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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$7.58
Change-$0.04 (-0.52%)
VolumeN/A
Net Assets230.16M
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FMXSX (230M). VTSAX pays higher dividends than FMXSX: VTSAX (1.28) vs FMXSX (0.71). 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 : 11.40 vs. FMXSX (0.65). VTSAX return over 5 years is better than : 81.77 vs. FMXSX (-13.81).
| 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 | 1.650 | 1.287 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230M | 1.82T | 0% |
| Annual Yield % from dividends | 0.71 | 1.28 | 55% |
| Returns for 1 year | 0.65 | 11.40 | 6% |
| Returns for 3 years | -6.10 | 42.45 | -14% |
| Returns for 5 years | -13.81 | 81.77 | -17% |
| Returns for 10 years | -48.64 | 181.81 | -27% |
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