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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.51
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets252.24M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
FMXSX vs VTSAX Comparison Chart in %
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FMXSX vs. VTSAX commentary
Oct 19, 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 FMXSX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. FMXSX (252M). VTSAX pays higher dividends than FMXSX: VTSAX (1.13) vs FMXSX (0.61). FMXSX was incepted earlier than VTSAX: FMXSX (32 years) vs VTSAX (25 years). FMXSX (1.12) is less costly to investors than VTSAX (0.04). FMXSX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than FMXSX: VTSAX (3000) vs FMXSX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. FMXSX (2.33). VTSAX return over 5 years is better than : 84.90 vs. FMXSX (-12.27).
| FMXSX | VTSAX | FMXSX / VTSAX | |
| Total Expense Ratio | 0.67 | 0.04 | 1,675% |
| Annual Report Gross Expense Ratio | 1.12 | 0.04 | 2,800% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 13.191 | 13.023 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 2.02T | 0% |
| Annual Yield % from dividends | 0.61 | 1.13 | 54% |
| Returns for 1 year | 2.33 | 13.81 | 17% |
| Returns for 3 years | 15.48 | 76.08 | 20% |
| Returns for 5 years | -12.27 | 84.90 | -14% |
| Returns for 10 years | -41.74 | 225.85 | -18% |
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