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FMUFX vs VTMFX
FMUFX vs VTMFX Comparison
Open Charts FMUFX vs VTMFX
Federated Hermes Muni and Stock Adv F
Price$16.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.42B
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FMUFX vs VTMFX Comparison Chart in %
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FMUFX 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 FMUFX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUFX (1.42B). VTMFX pays higher dividends than FMUFX: VTMFX (2.11) vs FMUFX (1.67). FMUFX was incepted earlier than VTMFX: FMUFX (19 years) vs VTMFX (31 years). FMUFX (1.09) is less costly to investors than VTMFX (0.09). FMUFX is a more actively managed with annual turnover of: 31.00 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 : 9.41 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. FMUFX (25.51).
| FMUFX | VTMFX | FMUFX / VTMFX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 1.09 | 0.09 | 1,211% |
| Fund Existence | 19 years | 31 years | - |
| Gain YTD | 1.794 | 1.056 | 170% |
| Front Load | 1% | 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 | 1.67 | 2.11 | 79% |
| Returns for 1 year | 9.41 | 8.45 | 111% |
| Returns for 3 years | 28.07 | 32.78 | 86% |
| Returns for 5 years | 25.51 | 33.48 | 76% |
| Returns for 10 years | 61.40 | 103.36 | 59% |