Interact to see
Advertisement
Advertisement
HESAX vs VTSMX
HESAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HESAX vs. VTSMX commentary
Sep 06, 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: 1.95T vs. HESAX (468M). VTSMX pays higher dividends than HESAX: VTSMX (1.07) vs HESAX (0.12). 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 : 18.26 vs. HESAX (10.36). VTSMX return over 5 years is better than : 85.31 vs. HESAX (71.62).
| 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 | 3.455 | 10.550 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.07 | 11% |
| Returns for 1 year | 10.36 | 18.26 | 57% |
| Returns for 3 years | 52.19 | 63.95 | 82% |
| Returns for 5 years | 71.62 | 85.31 | 84% |
| Returns for 10 years | N/A | 224.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDO | 11.92 | 0.03 | +0.25% |
| Western Asset Global Corporate Opportunity Fund Inc | |||
| CLOB | 50.86 | 0.06 | +0.11% |
| VanEck AA-BB CLO ETF | |||
| QGRO | 111.48 | N/A | N/A |
| American Century US Quality Growth ETF | |||
| DJD | 54.71 | -0.24 | -0.43% |
| Invesco Dow Jones Industrial Avg Div ETF | |||
| UNL | 7.69 | -0.11 | -1.43% |
| United States 12 Month Natural Gas | |||