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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets423.57M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HESAX (424M). VTSMX pays higher dividends than HESAX: VTSMX (1.25) vs HESAX (0.13). HESAX was incepted earlier than VTSMX: HESAX (5 years) vs VTSMX (33 years). HESAX (1.14) is less costly to investors than VTSMX (0.14). HESAX is a more actively managed with annual turnover of: 9.00 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 : 0.30 vs. HESAX (-3.55). VTSMX return over 5 years is better than : 85.34 vs. HESAX (71.43).
| HESAX | VTSMX | HESAX / VTSMX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.14 | 0.14 | 814% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -13.392 | -11.144 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 1.7T | 0% |
| Annual Yield % from dividends | 0.13 | 1.25 | 11% |
| Returns for 1 year | -3.55 | 0.30 | -1,170% |
| Returns for 3 years | 14.15 | 17.00 | 83% |
| Returns for 5 years | 71.43 | 85.34 | 84% |
| Returns for 10 years | N/A | 145.28 | - |
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