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MXCCX vs VTSMX
MXCCX vs VTSMX Comparison
Open Charts MXCCX vs VTSMX
Federated Hermes Max-Cap Index C
Price$7.13
Change-$0.08 (-1.11%)
VolumeN/A
Net Assets232.72M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MXCCX vs VTSMX Comparison Chart
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MXCCX vs. VTSMX commentary
Jun 16, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MXCCX (233M). VTSMX pays higher dividends than MXCCX: VTSMX (1.18) vs MXCCX (0.10). MXCCX was incepted earlier than VTSMX: MXCCX (28 years) vs VTSMX (33 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 : 10.06 vs. MXCCX (-2.09). VTSMX return over 5 years is better than : 91.36 vs. MXCCX (-15.86).
| 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 | 33 years | - |
| Gain YTD | 1.567 | 1.349 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.18 | 8% |
| Returns for 1 year | -2.09 | 10.06 | -21% |
| Returns for 3 years | -1.02 | 57.59 | -2% |
| Returns for 5 years | -15.86 | 91.36 | -17% |
| Returns for 10 years | -54.54 | 178.92 | -30% |
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