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FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.08
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets243.22M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
FMXSX vs VTSMX Comparison Chart in %
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FMXSX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FMXSX (243M). VTSMX pays higher dividends than FMXSX: VTSMX (1.09) vs FMXSX (0.68). FMXSX was incepted earlier than VTSMX: FMXSX (32 years) vs VTSMX (33 years). FMXSX (1.12) is less costly to investors than VTSMX (0.14). FMXSX is a more actively managed with annual turnover of: 37.00 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 : 21.77 vs. FMXSX (10.20). VTSMX return over 5 years is better than : 83.91 vs. FMXSX (-12.71).
| FMXSX | VTSMX | FMXSX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 8.112 | 7.450 | 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 | 1.09 | 62% |
| Returns for 1 year | 10.20 | 21.77 | 47% |
| Returns for 3 years | -0.52 | 50.15 | -1% |
| Returns for 5 years | -12.71 | 83.91 | -15% |
| Returns for 10 years | -46.11 | 196.78 | -23% |
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