Ad is loading...
Ad is loading...
FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.38
Change-$0.11 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FMXSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FMXSX (238M). VTSMX pays higher dividends than FMXSX: VTSMX (1.26) vs FMXSX (0.80). FMXSX was incepted earlier than VTSMX: FMXSX (31 years) vs VTSMX (33 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 : 30.52 vs. FMXSX (7.04). VTSMX return over 5 years is better than : 83.72 vs. FMXSX (-15.48).
| FMXSX | VTSMX | FMXSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 24.051 | 22.392 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 1.73T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 63% |
| Returns for 1 year | 7.04 | 30.52 | 23% |
| Returns for 3 years | -22.19 | 19.91 | -111% |
| Returns for 5 years | -15.48 | 83.72 | -18% |
| Returns for 10 years | -48.13 | 186.07 | -26% |
View a ticker or compare two or three
VS
VS
Ad is loading...