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FXAIX vs HESGX
FXAIX vs HESGX Comparison
Open Charts FXAIX vs HESGX
Horizon Defensive Core Investor
Price$44.80
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets461.88M
FXAIX vs HESGX Comparison Chart
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FXAIX vs. HESGX commentary
Jan 10, 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 StrongBuy and HESGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. HESGX (462M). FXAIX pays higher dividends than HESGX: FXAIX (1.31) vs HESGX (0.54). FXAIX was incepted earlier than HESGX: FXAIX (14 years) vs HESGX (5 years). HESGX is a more actively managed with annual turnover of: 139.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than HESGX: FXAIX (0) vs HESGX (2500). FXAIX annual gain was more profitable for investors over the last year : 26.13 vs. HESGX (23.37). FXAIX return over 5 years is better than : 96.02 vs. HESGX (82.11).
| FXAIX | HESGX | FXAIX / HESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 0.646 | 0.833 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 462M | 133,983% |
| Annual Yield % from dividends | 1.31 | 0.54 | 242% |
| Returns for 1 year | 26.13 | 23.37 | 112% |
| Returns for 3 years | 32.51 | 26.33 | 123% |
| Returns for 5 years | 96.02 | 82.11 | 117% |
| Returns for 10 years | 214.78 | N/A | - |
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