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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$7.63
Change-$0.09 (-1.17%)
VolumeN/A
Net Assets232.72M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FMXSX vs VTSAX Comparison Chart
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FMXSX vs. VTSAX commentary
Jun 16, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FMXSX (233M). VTSAX pays higher dividends than FMXSX: VTSAX (1.28) vs FMXSX (0.71). 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 : 10.07 vs. FMXSX (-0.78). VTSAX return over 5 years is better than : 91.40 vs. FMXSX (-9.39).
| 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 | 1.783 | 1.365 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 1.82T | 0% |
| Annual Yield % from dividends | 0.71 | 1.28 | 55% |
| Returns for 1 year | -0.78 | 10.07 | -8% |
| Returns for 3 years | 3.71 | 57.61 | 6% |
| Returns for 5 years | -9.39 | 91.40 | -10% |
| Returns for 10 years | -49.01 | 179.53 | -27% |
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