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HESAX vs VSTSX
HESAX vs VSTSX Comparison
Open Charts HESAX vs VSTSX
Horizon Defensive Core Advisor
Price$40.95
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets465.26M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.90
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
HESAX vs VSTSX Comparison Chart
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HESAX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. HESAX (465M). VSTSX pays higher dividends than HESAX: VSTSX (1.38) vs HESAX (0.14). HESAX was incepted earlier than VSTSX: HESAX (5 years) vs VSTSX (9 years). HESAX (1.11) is less costly to investors than VSTSX (0.01). HESAX is a more actively managed with annual turnover of: 9.00 vs. VSTSX (2.00). HESAX has a lower initial minimum investment than VSTSX: HESAX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.53 vs. HESAX (0.81). VSTSX return over 5 years is better than : 93.06 vs. HESAX (76.95).
| HESAX | VSTSX | HESAX / VSTSX | |
| Total Expense Ratio | 1.11 | 0.01 | 11,100% |
| Annual Report Gross Expense Ratio | 1.11 | 0.01 | 11,100% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -7.565 | -0.966 | 783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.72T | 0% |
| Annual Yield % from dividends | 0.14 | 1.38 | 10% |
| Returns for 1 year | 0.81 | 9.53 | 9% |
| Returns for 3 years | 31.99 | 44.86 | 71% |
| Returns for 5 years | 76.95 | 93.06 | 83% |
| Returns for 10 years | N/A | N/A | - |
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