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FMUAX vs VTMFX
FMUAX vs VTMFX Comparison
Open Charts FMUAX vs VTMFX
Federated Hermes Muni and Stock Adv A
Price$16.05
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Vanguard Tax-Managed Balanced Adm
Price$49.70
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets11.52B
FMUAX vs VTMFX Comparison Chart in %
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FMUAX vs. VTMFX commentary
Jan 15, 2026
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 FMUAX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUAX (1.42B). VTMFX pays higher dividends than FMUAX: VTMFX (2.14) vs FMUAX (1.65). FMUAX was incepted earlier than VTMFX: FMUAX (22 years) vs VTMFX (31 years). FMUAX (1.08) is less costly to investors than VTMFX (0.09). FMUAX is a more actively managed with annual turnover of: 23.00 vs. VTMFX (20.00). FMUAX has a lower initial minimum investment than VTMFX: FMUAX (1500) vs VTMFX (10000). FMUAX annual gain was more profitable for investors over the last year : 11.43 vs. VTMFX (10.58). VTMFX return over 5 years is better than : 35.60 vs. FMUAX (25.33).
| FMUAX | VTMFX | FMUAX / VTMFX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.09 | 1,200% |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 1.260 | 0.975 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.42B | 11.5B | 12% |
| Annual Yield % from dividends | 1.65 | 2.14 | 77% |
| Returns for 1 year | 11.43 | 10.58 | 108% |
| Returns for 3 years | 28.24 | 35.54 | 79% |
| Returns for 5 years | 25.33 | 35.60 | 71% |
| Returns for 10 years | 62.61 | 103.59 | 60% |
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