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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$44.63
Change-$0.85 (-1.87%)
VolumeN/A
Net Assets483.68M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX commentary
Feb 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HESAX (484M). 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). VTSMX annual gain was more profitable for investors over the last year : 22.86 vs. HESAX (16.67). VTSMX (79.09) and HESAX (78.71) have equivalent 5 years return.
| 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 | 2.710 | 4.603 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 16.67 | 22.86 | 73% |
| Returns for 3 years | 37.60 | 38.57 | 97% |
| Returns for 5 years | 78.71 | 79.09 | 100% |
| Returns for 10 years | N/A | 187.66 | - |
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