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MXCCX vs VTSMX
MXCCX vs VTSMX Comparison
Open Charts MXCCX vs VTSMX
Federated Hermes Max-Cap Index C
Price$6.43
Change-$0.33 (-4.88%)
VolumeN/A
Net Assets221.63M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
MXCCX vs VTSMX Comparison Chart
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MXCCX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. MXCCX (222M). VTSMX pays higher dividends than MXCCX: VTSMX (1.25) vs MXCCX (0.10). MXCCX was incepted earlier than VTSMX: MXCCX (27 years) vs VTSMX (33 years). MXCCX (1.57) is less costly to investors than VTSMX (0.14). MXCCX is a more actively managed with annual turnover of: 37.00 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 : 8.05 vs. MXCCX (-3.46). VTSMX return over 5 years is better than : 126.23 vs. MXCCX (-2.33).
| MXCCX | VTSMX | MXCCX / VTSMX | |
| Total Expense Ratio | 1.45 | 0.14 | 1,036% |
| Annual Report Gross Expense Ratio | 1.57 | 0.14 | 1,121% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -3.704 | -3.986 | 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 | 1.25 | 8% |
| Returns for 1 year | -3.46 | 8.05 | -43% |
| Returns for 3 years | -23.47 | 21.01 | -112% |
| Returns for 5 years | -2.33 | 126.23 | -2% |
| Returns for 10 years | -56.50 | 166.80 | -34% |
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