Interact to see
Advertisement
Advertisement
FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.73
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets260.57M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
FMXSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMXSX vs. VTSMX commentary
Dec 04, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FMXSX (261M). VTSMX pays higher dividends than FMXSX: VTSMX (1.02) vs FMXSX (0.60). FMXSX was incepted earlier than VTSMX: FMXSX (32 years) vs VTSMX (34 years). FMXSX (1.12) is less costly to investors than VTSMX (0.14). FMXSX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FMXSX: VTSMX (3000) vs FMXSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. FMXSX (2.16). VTSMX return over 5 years is better than : 77.17 vs. FMXSX (-13.96).
| FMXSX | VTSMX | FMXSX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 1.12 | 0.14 | 800% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | 17.071 | 15.489 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 2.05T | 0% |
| Annual Yield % from dividends | 0.60 | 1.02 | 59% |
| Returns for 1 year | 2.16 | 11.43 | 19% |
| Returns for 3 years | 9.01 | 64.40 | 14% |
| Returns for 5 years | -13.96 | 77.17 | -18% |
| Returns for 10 years | -34.13 | 223.01 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement