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HESAX vs VSTSX
HESAX vs VSTSX Comparison
Open Charts HESAX vs VSTSX
Horizon Defensive Core Advisor
Price$44.77
Change-$0.65 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
HESAX vs VSTSX Comparison Chart
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HESAX vs. VSTSX commentary
Nov 18, 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. HESAX (451M). VSTSX pays higher dividends than HESAX: VSTSX (1.36) vs HESAX (0.43). HESAX was incepted earlier than VSTSX: HESAX (5 years) vs VSTSX (8 years). HESAX is a more actively managed with annual turnover of: 139.00 vs. VSTSX (2.00). HESAX has a lower initial minimum investment than VSTSX: HESAX (2500) vs VSTSX (5000000000). VSTSX (30.56) and HESAX (30.43) have marching annual gain over last year.
| HESAX | VSTSX | HESAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 23.401 | 22.443 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 1.73T | 0% |
| Annual Yield % from dividends | 0.43 | 1.36 | 31% |
| Returns for 1 year | 30.43 | 30.56 | 100% |
| Returns for 3 years | 20.87 | 19.98 | 104% |
| Returns for 5 years | N/A | 83.83 | - |
| Returns for 10 years | N/A | N/A | - |