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FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.23
Change-$0.04 (-0.48%)
VolumeN/A
Net Assets261.52M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
FMXSX vs VTSMX Comparison Chart in %
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FMXSX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. FMXSX (262M). VTSMX pays higher dividends than FMXSX: VTSMX (1.02) vs FMXSX (0.66). 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 : 18.29 vs. FMXSX (11.66). VTSMX return over 5 years is better than : 73.62 vs. FMXSX (-2.79).
| 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 | 1.722 | 1.679 | 103% |
| 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 | 1.02 | 65% |
| Returns for 1 year | 11.66 | 18.29 | 64% |
| Returns for 3 years | 21.42 | 70.89 | 30% |
| Returns for 5 years | -2.79 | 73.62 | -4% |
| Returns for 10 years | -30.64 | 270.34 | -11% |
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