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MXCCX vs VTSMX
MXCCX vs VTSMX Comparison
Open Charts MXCCX vs VTSMX
Federated Hermes Max-Cap Index C
Price$7.66
Change-$0.01 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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MXCCX vs VTSMX Comparison Chart
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MXCCX vs. VTSMX commentary
Sep 21, 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 MXCCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MXCCX (231M). VTSMX pays higher dividends than MXCCX: VTSMX (1.26) vs MXCCX (0.33). MXCCX was incepted earlier than VTSMX: MXCCX (27 years) vs VTSMX (32 years). MXCCX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). MXCCX has a lower initial minimum investment than VTSMX: MXCCX (1500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. MXCCX (1.89). VTSMX return over 5 years is better than : 85.64 vs. MXCCX (-21.61).
| MXCCX | VTSMX | MXCCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 17.658 | 18.617 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.26 | 26% |
| Returns for 1 year | 1.89 | 31.53 | 6% |
| Returns for 3 years | -24.68 | 25.35 | -97% |
| Returns for 5 years | -21.61 | 85.64 | -25% |
| Returns for 10 years | -54.59 | 187.59 | -29% |