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MXCCX vs VTSMX
MXCCX vs VTSMX Comparison
Open Charts MXCCX vs VTSMX
Federated Hermes Max-Cap Index C
Price$7.63
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets261.77M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
MXCCX vs VTSMX Comparison Chart in %
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MXCCX vs. VTSMX commentary
Dec 26, 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 MXCCX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MXCCX (262M). VTSMX pays higher dividends than MXCCX: VTSMX (1.02) vs MXCCX (0.09). MXCCX was incepted earlier than VTSMX: MXCCX (28 years) vs VTSMX (34 years). MXCCX (1.57) is less costly to investors than VTSMX (0.14). MXCCX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). MXCCX has a lower initial minimum investment than VTSMX: MXCCX (1500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. MXCCX (5.83). VTSMX return over 5 years is better than : 76.81 vs. MXCCX (-8.75).
| MXCCX | VTSMX | MXCCX / VTSMX | |
| Total Expense Ratio | 1.45 | 0.14 | 1,036% |
| Annual Report Gross Expense Ratio | 1.57 | 0.14 | 1,121% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 8.689 | 17.377 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 2.06T | 0% |
| Annual Yield % from dividends | 0.09 | 1.02 | 9% |
| Returns for 1 year | 5.83 | 14.42 | 40% |
| Returns for 3 years | 19.51 | 78.00 | 25% |
| Returns for 5 years | -8.75 | 76.81 | -11% |
| Returns for 10 years | -44.28 | 234.96 | -19% |
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