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FXAIX vs HESAX
FXAIX vs HESAX Comparison
Open Charts FXAIX vs HESAX
Horizon Defensive Core Advisor
Price$40.95
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets465.26M
FXAIX vs HESAX Comparison Chart
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FXAIX vs. HESAX commentary
May 23, 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: 594B vs. HESAX (465M). FXAIX pays higher dividends than HESAX: FXAIX (1.34) vs HESAX (0.14). 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 : 11.58 vs. HESAX (0.81). FXAIX return over 5 years is better than : 113.25 vs. HESAX (76.95).
| 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 | -0.138 | -7.565 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 465M | 127,742% |
| Annual Yield % from dividends | 1.34 | 0.14 | 955% |
| Returns for 1 year | 11.58 | 0.81 | 1,422% |
| Returns for 3 years | 53.89 | 31.99 | 168% |
| Returns for 5 years | 113.25 | 76.95 | 147% |
| Returns for 10 years | 200.51 | N/A | - |
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