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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$44.41
Change-$1.40 (-3.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX commentary
Dec 19, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HESAX (471M). VTSMX pays higher dividends than HESAX: VTSMX (1.26) vs HESAX (0.43). HESAX was incepted earlier than VTSMX: HESAX (5 years) vs VTSMX (33 years). HESAX is a more actively managed with annual turnover of: 139.00 vs. VTSMX (2.00). HESAX has a lower initial minimum investment than VTSMX: HESAX (2500) vs VTSMX (3000). HESAX annual gain was more profitable for investors over the last year : 27.30 vs. VTSMX (22.04).
| HESAX | VTSMX | HESAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 26.268 | 22.383 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 27.30 | 22.04 | 124% |
| Returns for 3 years | 27.01 | 23.86 | 113% |
| Returns for 5 years | N/A | 77.48 | - |
| Returns for 10 years | N/A | 182.87 | - |