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HESAX vs VSMPX
HESAX vs VSMPX Comparison
Open Charts HESAX vs VSMPX
Horizon Defensive Core Advisor
Price$40.95
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets465.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
HESAX vs VSMPX Comparison Chart
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HESAX vs. VSMPX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HESAX (465M). VSMPX pays higher dividends than HESAX: VSMPX (1.37) vs HESAX (0.14). 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 : 9.52 vs. HESAX (0.81). VSMPX return over 5 years is better than : 92.99 vs. HESAX (76.95).
| HESAX | VSMPX | HESAX / VSMPX | |
| Total Expense Ratio | 1.11 | 0.02 | 5,550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -7.565 | -0.966 | 783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.72T | 0% |
| Annual Yield % from dividends | 0.14 | 1.37 | 10% |
| Returns for 1 year | 0.81 | 9.52 | 9% |
| Returns for 3 years | 31.99 | 44.82 | 71% |
| Returns for 5 years | 76.95 | 92.99 | 83% |
| Returns for 10 years | N/A | 161.82 | - |
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