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FMXSX vs VTSMX
FMXSX vs VTSMX Comparison
Open Charts FMXSX vs VTSMX
Federated Hermes Max-Cap Index Svc
Price$8.51
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets252.24M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FMXSX vs VTSMX Comparison Chart in %
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FMXSX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FMXSX (252M). VTSMX pays higher dividends than FMXSX: VTSMX (1.04) vs FMXSX (0.61). 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 : 13.79 vs. FMXSX (2.33). VTSMX return over 5 years is better than : 84.86 vs. FMXSX (-12.27).
| 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 | 13.191 | 13.012 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 2.02T | 0% |
| Annual Yield % from dividends | 0.61 | 1.04 | 59% |
| Returns for 1 year | 2.33 | 13.79 | 17% |
| Returns for 3 years | 15.48 | 76.02 | 20% |
| Returns for 5 years | -12.27 | 84.86 | -14% |
| Returns for 10 years | -41.74 | 225.10 | -19% |
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