HESAX
Price
$45.51
Change
-$0.16 (-0.35%)
Updated
Aug 15 closing price
Net Assets
480.93M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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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$45.51
Change-$0.16 (-0.35%)
VolumeN/A
Net Assets480.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
HESAX vs VSMPX Comparison Chart in %
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VS
HESAX vs. VSMPX commentary
Aug 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. HESAX (481M). VSMPX pays higher dividends than HESAX: VSMPX (1.20) 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 : 16.53 vs. HESAX (8.59). VSMPX return over 5 years is better than : 86.39 vs. HESAX (73.79).
HESAXVSMPXHESAX / VSMPX
Total Expense Ratio1.110.025,550%
Annual Report Gross Expense Ratio1.110.025,550%
Fund Existence6 years10 years-
Gain YTD3.1399.57233%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets481M1.91T0%
Annual Yield % from dividends0.121.2010%
Returns for 1 year8.5916.5352%
Returns for 3 years40.2047.2585%
Returns for 5 years73.7986.3985%
Returns for 10 yearsN/A194.33-
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