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FMUCX vs VTMFX
FMUCX vs VTMFX Comparison
Open Charts FMUCX vs VTMFX
Federated Hermes Muni and Stock Adv C
Price$16.09
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.42B
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FMUCX vs VTMFX Comparison Chart in %
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FMUCX vs. VTMFX commentary
Feb 04, 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 FMUCX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUCX (1.42B). VTMFX pays higher dividends than FMUCX: VTMFX (2.11) vs FMUCX (0.96). FMUCX was incepted earlier than VTMFX: FMUCX (22 years) vs VTMFX (31 years). FMUCX (1.84) is less costly to investors than VTMFX (0.09). FMUCX is a more actively managed with annual turnover of: 31.00 vs. VTMFX (20.00). FMUCX has a lower initial minimum investment than VTMFX: FMUCX (1500) vs VTMFX (10000). FMUCX (8.66) and VTMFX (8.45) have marching annual gain over last year. VTMFX return over 5 years is better than : 33.48 vs. FMUCX (21.04).
| FMUCX | VTMFX | FMUCX / VTMFX | |
| Total Expense Ratio | 1.74 | 0.09 | 1,933% |
| Annual Report Gross Expense Ratio | 1.84 | 0.09 | 2,044% |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 1.729 | 1.056 | 164% |
| Front Load | N/A | 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 | 0.96 | 2.11 | 45% |
| Returns for 1 year | 8.66 | 8.45 | 103% |
| Returns for 3 years | 25.30 | 32.78 | 77% |
| Returns for 5 years | 21.04 | 33.48 | 63% |
| Returns for 10 years | 52.10 | 103.36 | 50% |
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