Interact to see
Advertisement
Advertisement
FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.23
Change-$0.04 (-0.48%)
VolumeN/A
Net Assets261.52M
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
FMXSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VTSAX commentary
Jan 16, 2026
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: 2.06T vs. FMXSX (262M). VTSAX pays higher dividends than FMXSX: VTSAX (1.11) vs FMXSX (0.66). 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 : 18.30 vs. FMXSX (11.66). VTSAX return over 5 years is better than : 73.66 vs. FMXSX (-2.79).
| 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 | 1.722 | 1.685 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 2.06T | 0% |
| Annual Yield % from dividends | 0.66 | 1.11 | 59% |
| Returns for 1 year | 11.66 | 18.30 | 64% |
| Returns for 3 years | 21.42 | 70.93 | 30% |
| Returns for 5 years | -2.79 | 73.66 | -4% |
| Returns for 10 years | -30.64 | 271.16 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers