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FMXKX vs VTSAX
FMXKX vs VTSAX Comparison
Open Charts FMXKX vs VTSAX
Federated Hermes Max-Cap Index R
Price$8.09
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets244.61M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FMXKX vs VTSAX Comparison Chart in %
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FMXKX vs. VTSAX commentary
Jul 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 FMXKX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. FMXKX (245M). VTSAX pays higher dividends than FMXKX: VTSAX (1.21) vs FMXKX (0.28). FMXKX was incepted earlier than VTSAX: FMXKX (22 years) vs VTSAX (25 years). FMXKX (1.26) is less costly to investors than VTSAX (0.04). FMXKX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). FMXKX has a lower initial minimum investment than VTSAX: FMXKX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. FMXKX (6.10). VTSAX return over 5 years is better than : 93.55 vs. FMXKX (-10.73).
| FMXKX | VTSAX | FMXKX / VTSAX | |
| Total Expense Ratio | 1.12 | 0.04 | 2,800% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 8.564 | 8.289 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 1.91T | 0% |
| Annual Yield % from dividends | 0.28 | 1.21 | 23% |
| Returns for 1 year | 6.10 | 17.75 | 34% |
| Returns for 3 years | 4.03 | 60.63 | 7% |
| Returns for 5 years | -10.73 | 93.55 | -11% |
| Returns for 10 years | -47.66 | 201.64 | -24% |
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