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MXCCX vs VTSMX
MXCCX vs VTSMX Comparison
Open Charts MXCCX vs VTSMX
Federated Hermes Max-Cap Index C
Price$7.25
Change+$0.04 (+0.55%)
VolumeN/A
Net Assets237.25M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
MXCCX vs VTSMX Comparison Chart
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MXCCX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. MXCCX (237M). VTSMX pays higher dividends than MXCCX: VTSMX (1.26) vs MXCCX (0.33). MXCCX was incepted earlier than VTSMX: MXCCX (27 years) vs VTSMX (33 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 : 24.48 vs. MXCCX (10.90). VTSMX return over 5 years is better than : 83.05 vs. MXCCX (-19.52).
| MXCCX | VTSMX | MXCCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 2.707 | 2.986 | 91% |
| 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 | 1.26 | 26% |
| Returns for 1 year | 10.90 | 24.48 | 45% |
| Returns for 3 years | -17.16 | 31.83 | -54% |
| Returns for 5 years | -19.52 | 83.05 | -23% |
| Returns for 10 years | -52.13 | 196.61 | -27% |