FMXSX
Price
$8.00
Change
+$0.06 (+0.76%)
Updated
Jul 3 closing price
Net Assets
239.55M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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FMXSX vs VTSAX

Header iconFMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAXBanner chart's image
Federated Hermes Max-Cap Index Svc
Price$8.00
Change+$0.06 (+0.76%)
VolumeN/A
Net Assets239.55M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FMXSX vs VTSAX Comparison Chart in %
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FMXSX vs. VTSAX 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 FMXSX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FMXSX (240M). VTSAX pays higher dividends than FMXSX: VTSAX (1.21) vs FMXSX (0.69). 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 : 13.89 vs. FMXSX (2.20). VTSAX return over 5 years is better than : 95.62 vs. FMXSX (-7.48).
FMXSXVTSAXFMXSX / VTSAX
Total Expense Ratio0.670.041,675%
Annual Report Gross Expense Ratio1.120.042,800%
Fund Existence32 years25 years-
Gain YTD6.9096.416108%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets240M1.82T0%
Annual Yield % from dividends0.691.2157%
Returns for 1 year2.2013.8916%
Returns for 3 years6.5262.1210%
Returns for 5 years-7.4895.62-8%
Returns for 10 years-45.78198.69-23%
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