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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.83
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets262.79M
Vanguard Total Stock Mkt Idx Adm
Price$163.56
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
FMXSX vs VTSAX Comparison Chart in %
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FMXSX vs. VTSAX commentary
Dec 14, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. FMXSX (263M). VTSAX pays higher dividends than FMXSX: VTSAX (1.11) vs FMXSX (0.60). 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 : 12.69 vs. FMXSX (2.15). VTSAX return over 5 years is better than : 79.34 vs. FMXSX (6.46).
| 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 | 17.874 | 17.358 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.06T | 0% |
| Annual Yield % from dividends | 0.60 | 1.11 | 54% |
| Returns for 1 year | 2.15 | 12.69 | 17% |
| Returns for 3 years | 29.17 | 70.82 | 41% |
| Returns for 5 years | 6.46 | 79.34 | 8% |
| Returns for 10 years | -31.35 | 241.23 | -13% |
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