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FXAIX vs HESGX
FXAIX vs HESGX Comparison
Open Charts FXAIX vs HESGX
Horizon Defensive Core Investor
Price$38.50
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets423.97M
FXAIX vs HESGX Comparison Chart
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FXAIX vs. HESGX commentary
Apr 18, 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: 598B vs. HESGX (424M). FXAIX pays higher dividends than HESGX: FXAIX (1.30) vs HESGX (0.31). FXAIX was incepted earlier than HESGX: FXAIX (14 years) vs HESGX (5 years). HESGX (0.99) 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 : 6.45 vs. HESGX (-0.13). FXAIX return over 5 years is better than : 98.09 vs. HESGX (68.90).
| FXAIX | HESGX | FXAIX / HESGX | |
| Total Expense Ratio | 0.01 | 0.99 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.99 | 2% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -9.974 | -13.527 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 424M | 141,038% |
| Annual Yield % from dividends | 1.30 | 0.31 | 416% |
| Returns for 1 year | 6.45 | -0.13 | -5,121% |
| Returns for 3 years | 25.76 | 14.38 | 179% |
| Returns for 5 years | 98.09 | 68.90 | 142% |
| Returns for 10 years | 174.86 | N/A | - |
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