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HESAX vs VSMPX
HESAX vs VSMPX Comparison
Open Charts HESAX vs VSMPX
Horizon Defensive Core Advisor
Price$44.41
Change-$1.40 (-3.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
HESAX vs VSMPX Comparison Chart
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HESAX vs. VSMPX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. HESAX (471M). VSMPX pays higher dividends than HESAX: VSMPX (1.36) vs HESAX (0.43). HESAX was incepted earlier than VSMPX: HESAX (5 years) vs VSMPX (10 years). HESAX is a more actively managed with annual turnover of: 139.00 vs. VSMPX (2.00). HESAX has a lower initial minimum investment than VSMPX: HESAX (2500) vs VSMPX (100000000). HESAX annual gain was more profitable for investors over the last year : 27.30 vs. VSMPX (22.06).
| HESAX | VSMPX | HESAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 26.268 | 22.437 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.36 | 31% |
| Returns for 1 year | 27.30 | 22.06 | 124% |
| Returns for 3 years | 27.01 | 23.90 | 113% |
| Returns for 5 years | N/A | 77.54 | - |
| Returns for 10 years | N/A | N/A | - |
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