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FMUCX vs VTMFX
FMUCX vs VTMFX Comparison
Open Charts FMUCX vs VTMFX
Federated Hermes Muni and Stock Adv C
Price$15.89
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
FMUCX vs VTMFX Comparison Chart in %
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FMUCX vs. VTMFX commentary
Dec 28, 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 FMUCX is a StrongBuy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUCX (1.41B). VTMFX pays higher dividends than FMUCX: VTMFX (2.07) vs FMUCX (1.16). FMUCX was incepted earlier than VTMFX: FMUCX (22 years) vs VTMFX (31 years). FMUCX (1.83) is less costly to investors than VTMFX (0.09). FMUCX is a more actively managed with annual turnover of: 23.00 vs. VTMFX (20.00). FMUCX has a lower initial minimum investment than VTMFX: FMUCX (1500) vs VTMFX (10000). FMUCX (8.13) and VTMFX (8.08) have marching annual gain over last year. VTMFX return over 5 years is better than : 36.04 vs. FMUCX (22.11).
| FMUCX | VTMFX | FMUCX / VTMFX | |
| Total Expense Ratio | 1.74 | 0.09 | 1,933% |
| Annual Report Gross Expense Ratio | 1.83 | 0.09 | 2,033% |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 8.938 | 9.454 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.41B | 11.5B | 12% |
| Annual Yield % from dividends | 1.16 | 2.07 | 56% |
| Returns for 1 year | 8.13 | 8.08 | 101% |
| Returns for 3 years | 27.91 | 39.00 | 72% |
| Returns for 5 years | 22.11 | 36.04 | 61% |
| Returns for 10 years | 46.67 | 94.00 | 50% |
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