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FXAIX vs HESGX
FXAIX vs HESGX Comparison
Open Charts FXAIX vs HESGX
Horizon Defensive Core Investor
Price$41.93
Change+$0.21 (+0.50%)
VolumeN/A
Net Assets474.79M
FXAIX vs HESGX Comparison Chart
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FXAIX vs. HESGX commentary
Jun 04, 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 HESGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. HESGX (475M). FXAIX pays higher dividends than HESGX: FXAIX (1.26) vs HESGX (0.31). FXAIX was incepted earlier than HESGX: FXAIX (14 years) vs HESGX (5 years). HESGX (0.95) is less costly to investors than FXAIX (0.01). HESGX is a more actively managed with annual turnover of: 9.00 vs. FXAIX (2.00). 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 : 13.83 vs. HESGX (2.83). FXAIX return over 5 years is better than : 105.60 vs. HESGX (71.78).
| FXAIX | HESGX | FXAIX / HESGX | |
| Total Expense Ratio | 0.01 | 0.95 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.95 | 2% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.463 | -6.099 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 475M | 133,474% |
| Annual Yield % from dividends | 1.26 | 0.31 | 405% |
| Returns for 1 year | 13.83 | 2.83 | 489% |
| Returns for 3 years | 51.14 | 32.04 | 160% |
| Returns for 5 years | 105.60 | 71.78 | 147% |
| Returns for 10 years | 209.95 | N/A | - |
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