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FMUIX vs VTMFX
FMUIX vs VTMFX Comparison
Open Charts FMUIX vs VTMFX
Federated Hermes Muni and Stock Adv IS
Price$16.13
Change+$0.52 (+3.33%)
VolumeN/A
Net Assets1.42B
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FMUIX vs VTMFX Comparison Chart in %
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FMUIX 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 FMUIX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FMUIX (1.42B). VTMFX pays higher dividends than FMUIX: VTMFX (2.11) vs FMUIX (1.90). FMUIX was incepted earlier than VTMFX: FMUIX (15 years) vs VTMFX (31 years). FMUIX (0.84) is less costly to investors than VTMFX (0.09). FMUIX is a more actively managed with annual turnover of: 31.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than FMUIX: VTMFX (10000) vs FMUIX (1000000). FMUIX annual gain was more profitable for investors over the last year : 8.97 vs. VTMFX (8.48). VTMFX return over 5 years is better than : 34.72 vs. FMUIX (27.32).
| FMUIX | VTMFX | FMUIX / VTMFX | |
| Total Expense Ratio | 0.74 | 0.09 | 822% |
| Annual Report Gross Expense Ratio | 0.84 | 0.09 | 933% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 1.374 | 1.422 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 11.5B | 12% |
| Annual Yield % from dividends | 1.90 | 2.11 | 90% |
| Returns for 1 year | 8.97 | 8.48 | 106% |
| Returns for 3 years | 28.45 | 33.26 | 86% |
| Returns for 5 years | 27.32 | 34.72 | 79% |
| Returns for 10 years | 63.91 | 104.09 | 61% |
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