HESAX
Price
$41.80
Change
-$0.45 (-1.07%)
Updated
Jun 13 closing price
Net Assets
486.73M
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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HESAX vs VSMPX

Header iconHESAX vs VSMPX Comparison
Open Charts HESAX vs VSMPXBanner chart's image
Horizon Defensive Core Advisor
Price$41.80
Change-$0.45 (-1.07%)
VolumeN/A
Net Assets486.73M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
HESAX vs VSMPX Comparison Chart
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HESAX vs. VSMPX 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 HESAX is a Hold and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. HESAX (487M). VSMPX pays higher dividends than HESAX: VSMPX (1.29) vs HESAX (0.13). HESAX was incepted earlier than VSMPX: HESAX (5 years) vs VSMPX (10 years). HESAX (1.11) is less costly to investors than VSMPX (0.02). HESAX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). HESAX has a lower initial minimum investment than VSMPX: HESAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. HESAX (0.41). VSMPX return over 5 years is better than : 91.46 vs. HESAX (76.42).
HESAXVSMPXHESAX / VSMPX
Total Expense Ratio1.110.025,550%
Annual Report Gross Expense Ratio1.110.025,550%
Fund Existence5 years10 years-
Gain YTD-5.6011.374-408%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets487M1.82T0%
Annual Yield % from dividends0.131.2910%
Returns for 1 year0.4110.084%
Returns for 3 years40.9157.6671%
Returns for 5 years76.4291.4684%
Returns for 10 yearsN/A170.67-
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