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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$43.24
Change-$0.16 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX commentary
Sep 21, 2024
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 (418M). VTSMX pays higher dividends than HESAX: VTSMX (1.26) vs HESAX (0.43). HESAX was incepted earlier than VTSMX: HESAX (5 years) vs VTSMX (32 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 (31.53) and HESAX (31.46) have marching annual gain over last year.
| HESAX | VTSMX | HESAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 19.184 | 18.617 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 1.72T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 31.46 | 31.53 | 100% |
| Returns for 3 years | 25.76 | 25.35 | 102% |
| Returns for 5 years | N/A | 85.64 | - |
| Returns for 10 years | N/A | 187.59 | - |
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