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HESAX vs VTSMX
HESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMX
Horizon Defensive Core Advisor
Price$44.77
Change-$0.65 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
HESAX vs VTSMX Comparison Chart
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HESAX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HESAX (451M). VTSMX pays higher dividends than HESAX: VTSMX (1.26) vs HESAX (0.43). HESAX was incepted earlier than VTSMX: HESAX (5 years) vs VTSMX (33 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 (30.52) and HESAX (30.43) 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 | 33 years | - |
| Gain YTD | 23.401 | 22.392 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 1.73T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 30.43 | 30.52 | 100% |
| Returns for 3 years | 20.87 | 19.91 | 105% |
| Returns for 5 years | N/A | 83.72 | - |
| Returns for 10 years | N/A | 186.07 | - |
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