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HESAX vs VTSMX
HESAX vs VTSMX Comparison Chart in %
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HESAX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. HESAX (472M). VTSMX pays higher dividends than HESAX: VTSMX (1.12) vs HESAX (0.13). HESAX was incepted earlier than VTSMX: HESAX (6 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 : 17.75 vs. HESAX (9.03). VTSMX return over 5 years is better than : 93.51 vs. HESAX (80.05).
| HESAX | VTSMX | HESAX / VTSMX | |
| Total Expense Ratio | 1.11 | 0.14 | 793% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 1.197 | 8.287 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 1.91T | 0% |
| Annual Yield % from dividends | 0.13 | 1.12 | 11% |
| Returns for 1 year | 9.03 | 17.75 | 51% |
| Returns for 3 years | 47.90 | 60.60 | 79% |
| Returns for 5 years | 80.05 | 93.51 | 86% |
| Returns for 10 years | N/A | 200.97 | - |
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