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MXCCX vs VTSAX
MXCCX vs VTSAX Comparison
Open Charts MXCCX vs VTSAX
Federated Hermes Max-Cap Index C
Price$6.43
Change-$0.33 (-4.88%)
VolumeN/A
Net Assets221.63M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MXCCX vs VTSAX Comparison Chart
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MXCCX vs. VTSAX commentary
Apr 04, 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. MXCCX (222M). VTSAX pays higher dividends than MXCCX: VTSAX (1.35) vs MXCCX (0.10). MXCCX was incepted earlier than VTSAX: MXCCX (27 years) vs VTSAX (24 years). MXCCX (1.57) is less costly to investors than VTSAX (0.04). MXCCX is a more actively managed with annual turnover of: 37.00 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 : 8.05 vs. MXCCX (-3.46). VTSAX return over 5 years is better than : 126.25 vs. MXCCX (-2.33).
| MXCCX | VTSAX | MXCCX / VTSAX | |
| Total Expense Ratio | 1.45 | 0.04 | 3,625% |
| Annual Report Gross Expense Ratio | 1.57 | 0.04 | 3,925% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -3.704 | -3.990 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.81T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 8% |
| Returns for 1 year | -3.46 | 8.05 | -43% |
| Returns for 3 years | -23.47 | 21.03 | -112% |
| Returns for 5 years | -2.33 | 126.25 | -2% |
| Returns for 10 years | -56.50 | 167.38 | -34% |
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