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FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FMXSX vs VTSMX Comparison Chart
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FMXSX vs. VTSMX commentary
Sep 20, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FMXSX (228M). VTSMX pays higher dividends than FMXSX: VTSMX (1.26) vs FMXSX (0.80). FMXSX was incepted earlier than VTSMX: FMXSX (31 years) vs VTSMX (32 years). FMXSX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FMXSX: VTSMX (3000) vs FMXSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. FMXSX (3.76). VTSMX return over 5 years is better than : 82.93 vs. FMXSX (-15.72).
| FMXSX | VTSMX | FMXSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 18.426 | 16.884 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 1.72T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 63% |
| Returns for 1 year | 3.76 | 25.89 | 15% |
| Returns for 3 years | -21.10 | 21.33 | -99% |
| Returns for 5 years | -15.72 | 82.93 | -19% |
| Returns for 10 years | -49.34 | 178.97 | -28% |
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