HESAX
Price
$47.11
Change
+$0.26 (+0.55%)
Updated
Oct 17 closing price
Net Assets
479.77M
VSMPX
Price
$302.22
Change
+$3.37 (+1.13%)
Updated
Oct 20 closing price
Net Assets
2.02T
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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$47.11
Change+$0.26 (+0.55%)
VolumeN/A
Net Assets479.77M
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.22
Change+$3.37 (+1.13%)
VolumeN/A
Net Assets2.02T
HESAX vs VSMPX Comparison Chart in %
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VS
HESAX vs. VSMPX commentary
Oct 21, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. HESAX (480M). VSMPX pays higher dividends than HESAX: VSMPX (1.15) 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 : 13.81 vs. HESAX (6.33). VSMPX return over 5 years is better than : 84.96 vs. HESAX (72.85).
HESAXVSMPXHESAX / VSMPX
Total Expense Ratio1.110.025,550%
Annual Report Gross Expense Ratio1.110.025,550%
Fund Existence6 years10 years-
Gain YTD6.39113.02949%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets480M2.02T0%
Annual Yield % from dividends0.121.1510%
Returns for 1 year6.3313.8146%
Returns for 3 years62.8976.1283%
Returns for 5 years72.8584.9686%
Returns for 10 yearsN/A215.53-
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