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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$40.95
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets465.26M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. HESAX (465M). VTSMX pays higher dividends than HESAX: VTSMX (1.26) vs HESAX (0.14). HESAX was incepted earlier than VTSMX: HESAX (5 years) vs VTSMX (33 years). HESAX (1.11) 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 : 9.50 vs. HESAX (0.81). VTSMX return over 5 years is better than : 92.91 vs. HESAX (76.95).
| HESAX | VTSMX | HESAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -7.565 | -0.985 | 768% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.72T | 0% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | 0.81 | 9.50 | 9% |
| Returns for 3 years | 31.99 | 44.74 | 71% |
| Returns for 5 years | 76.95 | 92.91 | 83% |
| Returns for 10 years | N/A | 169.81 | - |
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