HESAX
Price
$45.81
Change
+$0.41 (+0.90%)
Updated
Sep 4 closing price
Net Assets
467.83M
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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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$45.81
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets467.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
HESAX vs VSMPX Comparison Chart in %
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VS
HESAX vs. VSMPX commentary
Sep 06, 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: 1.95T vs. HESAX (468M). VSMPX pays higher dividends than HESAX: VSMPX (1.17) vs HESAX (0.12). HESAX was incepted earlier than VSMPX: HESAX (6 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 : 18.28 vs. HESAX (10.36). VSMPX return over 5 years is better than : 85.39 vs. HESAX (71.62).
HESAXVSMPXHESAX / VSMPX
Total Expense Ratio1.110.025,550%
Annual Report Gross Expense Ratio1.110.025,550%
Fund Existence6 years10 years-
Gain YTD3.45510.57433%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets468M1.95T0%
Annual Yield % from dividends0.121.1710%
Returns for 1 year10.3618.2857%
Returns for 3 years52.1964.0382%
Returns for 5 years71.6285.3984%
Returns for 10 yearsN/A215.19-
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