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FMXKX vs VTSMX
FMXKX vs VTSMX Comparison
Open Charts FMXKX vs VTSMX
Federated Hermes Max-Cap Index R
Price$7.96
Change+$0.07 (+0.89%)
VolumeN/A
Net Assets239.55M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FMXKX vs VTSMX Comparison Chart in %
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FMXKX vs. VTSMX commentary
Jul 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FMXKX (240M). VTSMX pays higher dividends than FMXKX: VTSMX (1.12) vs FMXKX (0.28). FMXKX was incepted earlier than VTSMX: FMXKX (22 years) vs VTSMX (33 years). FMXKX (1.26) is less costly to investors than VTSMX (0.14). FMXKX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). FMXKX has a lower initial minimum investment than VTSMX: FMXKX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. FMXKX (1.86). VTSMX return over 5 years is better than : 95.59 vs. FMXKX (-9.83).
| FMXKX | VTSMX | FMXKX / VTSMX | |
| Total Expense Ratio | 1.12 | 0.14 | 800% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.819 | 6.421 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 1.82T | 0% |
| Annual Yield % from dividends | 0.28 | 1.12 | 25% |
| Returns for 1 year | 1.86 | 13.89 | 13% |
| Returns for 3 years | 4.88 | 62.08 | 8% |
| Returns for 5 years | -9.83 | 95.59 | -10% |
| Returns for 10 years | -47.89 | 198.05 | -24% |
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