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HESGX vs VFIAX
HESGX vs VFIAX Comparison
Open Charts HESGX vs VFIAX
Horizon Defensive Core Investor
Price$40.11
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets453.86M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
HESGX vs VFIAX Comparison Chart
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HESGX vs. VFIAX commentary
May 09, 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 HESGX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. HESGX (454M). VFIAX pays higher dividends than HESGX: VFIAX (1.36) vs HESGX (0.33). HESGX was incepted earlier than VFIAX: HESGX (5 years) vs VFIAX (25 years). HESGX (0.95) is less costly to investors than VFIAX (0.04). HESGX is a more actively managed with annual turnover of: 9.00 vs. VFIAX (2.00). HESGX has a lower initial minimum investment than VFIAX: HESGX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. HESGX (0.69). VFIAX return over 5 years is better than : 92.14 vs. HESGX (73.75).
| HESGX | VFIAX | HESGX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -10.083 | -4.178 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.34T | 0% |
| Annual Yield % from dividends | 0.33 | 1.36 | 24% |
| Returns for 1 year | 0.69 | 8.60 | 8% |
| Returns for 3 years | 28.80 | 41.15 | 70% |
| Returns for 5 years | 73.75 | 92.14 | 80% |
| Returns for 10 years | N/A | 167.68 | - |
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