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FXAIX vs HESAX
FXAIX vs HESAX Comparison
Open Charts FXAIX vs HESAX
Horizon Defensive Core Advisor
Price$41.80
Change-$0.45 (-1.07%)
VolumeN/A
Net Assets486.73M
FXAIX vs HESAX Comparison Chart
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FXAIX vs. HESAX commentary
Jun 15, 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 FXAIX is a Buy and HESAX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. HESAX (487M). FXAIX pays higher dividends than HESAX: FXAIX (1.26) vs HESAX (0.13). FXAIX was incepted earlier than HESAX: FXAIX (14 years) vs HESAX (5 years). HESAX (1.11) is less costly to investors than FXAIX (0.01). HESAX is a more actively managed with annual turnover of: 9.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than HESAX: FXAIX (0) vs HESAX (2500). FXAIX annual gain was more profitable for investors over the last year : 11.47 vs. HESAX (0.41). FXAIX return over 5 years is better than : 111.88 vs. HESAX (76.42).
| FXAIX | HESAX | FXAIX / HESAX | |
| Total Expense Ratio | 0.01 | 1.11 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.11 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 2.225 | -5.601 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 487M | 130,185% |
| Annual Yield % from dividends | 1.26 | 0.13 | 940% |
| Returns for 1 year | 11.47 | 0.41 | 2,777% |
| Returns for 3 years | 67.38 | 40.91 | 165% |
| Returns for 5 years | 111.88 | 76.42 | 146% |
| Returns for 10 years | 211.56 | N/A | - |
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