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MXCCX vs VTSAX
MXCCX vs VTSAX Comparison
Open Charts MXCCX vs VTSAX
Federated Hermes Max-Cap Index C
Price$7.25
Change+$0.04 (+0.55%)
VolumeN/A
Net Assets237.25M
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
MXCCX vs VTSAX Comparison Chart
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MXCCX vs. VTSAX commentary
Jan 31, 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 MXCCX is a StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. MXCCX (237M). VTSAX pays higher dividends than MXCCX: VTSAX (1.35) vs MXCCX (0.33). MXCCX was incepted earlier than VTSAX: MXCCX (27 years) vs VTSAX (24 years). MXCCX is a more actively managed with annual turnover of: 32.00 vs. VTSAX (2.00). MXCCX has a lower initial minimum investment than VTSAX: MXCCX (1500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 24.49 vs. MXCCX (10.90). VTSAX return over 5 years is better than : 83.08 vs. MXCCX (-19.52).
| MXCCX | VTSAX | MXCCX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.707 | 2.992 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 1.78T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 25% |
| Returns for 1 year | 10.90 | 24.49 | 44% |
| Returns for 3 years | -17.16 | 31.85 | -54% |
| Returns for 5 years | -19.52 | 83.08 | -23% |
| Returns for 10 years | -52.13 | 197.28 | -26% |
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