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FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.57
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets254.01M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
FMXSX vs VTSMX Comparison Chart in %
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FMXSX vs. VTSMX commentary
Oct 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FMXSX (254M). VTSMX pays higher dividends than FMXSX: VTSMX (1.04) vs FMXSX (0.61). 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 : 18.34 vs. FMXSX (6.71). VTSMX return over 5 years is better than : 89.06 vs. FMXSX (-9.84).
| 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 | 15.064 | 14.389 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 2.02T | 0% |
| Annual Yield % from dividends | 0.61 | 1.04 | 59% |
| Returns for 1 year | 6.71 | 18.34 | 37% |
| Returns for 3 years | 19.93 | 82.05 | 24% |
| Returns for 5 years | -9.84 | 89.06 | -11% |
| Returns for 10 years | -40.29 | 231.08 | -17% |
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