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FMUFX vs VTMFX
FMUFX vs VTMFX Comparison
Open Charts FMUFX vs VTMFX
Federated Hermes Muni and Stock Adv F
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.41B
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
FMUFX vs VTMFX Comparison Chart in %
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FMUFX vs. VTMFX commentary
Dec 27, 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 FMUFX is a StrongBuy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUFX (1.41B). VTMFX pays higher dividends than FMUFX: VTMFX (2.07) vs FMUFX (1.87). FMUFX was incepted earlier than VTMFX: FMUFX (19 years) vs VTMFX (31 years). FMUFX (1.08) is less costly to investors than VTMFX (0.09). FMUFX is a more actively managed with annual turnover of: 23.00 vs. VTMFX (20.00). FMUFX has a lower initial minimum investment than VTMFX: FMUFX (1500) vs VTMFX (10000). FMUFX annual gain was more profitable for investors over the last year : 8.67 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. FMUFX (26.39).
| FMUFX | VTMFX | FMUFX / VTMFX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.09 | 1,200% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 9.409 | 9.454 | 100% |
| Front Load | 1% | 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 | 1.87 | 2.07 | 90% |
| Returns for 1 year | 8.67 | 8.08 | 107% |
| Returns for 3 years | 30.20 | 38.70 | 78% |
| Returns for 5 years | 26.39 | 36.04 | 73% |
| Returns for 10 years | 55.75 | 94.86 | 59% |
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