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FMXSX vs VTSAX
FMXSX vs VTSAX Comparison
Open Charts FMXSX vs VTSAX
Federated Hermes Max-Cap Index Svc
Price$8.60
Change-$0.15 (-1.71%)
VolumeN/A
Net Assets262.63M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
FMXSX vs VTSAX Comparison Chart in %
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FMXSX vs. VTSAX commentary
Nov 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T 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 : 11.52 vs. FMXSX (3.23). VTSAX return over 5 years is better than : 80.80 vs. FMXSX (-11.89).
| 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 | 17.071 | 13.952 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 2.05T | 0% |
| Annual Yield % from dividends | 0.60 | 1.11 | 54% |
| Returns for 1 year | 3.23 | 11.52 | 28% |
| Returns for 3 years | 12.28 | 66.89 | 18% |
| Returns for 5 years | -11.89 | 80.80 | -15% |
| Returns for 10 years | -40.50 | 225.71 | -18% |
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