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HESGX vs VITSX
HESGX vs VITSX Comparison
Open Charts HESGX vs VITSX
Horizon Defensive Core Investor
Price$44.79
Change-$0.85 (-1.86%)
VolumeN/A
Net Assets475.04M
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HESGX vs VITSX Comparison Chart
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HESGX vs. VITSX commentary
Feb 23, 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 VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. HESGX (475M). VITSX pays higher dividends than HESGX: VITSX (1.36) vs HESGX (0.54). HESGX was incepted earlier than VITSX: HESGX (5 years) vs VITSX (28 years). HESGX is a more actively managed with annual turnover of: 139.00 vs. VITSX (2.00). HESGX has a lower initial minimum investment than VITSX: HESGX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 17.61 vs. HESGX (14.68). HESGX (77.13) and VITSX (74.84) have equivalent 5 years return.
| HESGX | VITSX | HESGX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 0.810 | 2.134 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 1.84T | 0% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 14.68 | 17.61 | 83% |
| Returns for 3 years | 35.70 | 36.80 | 97% |
| Returns for 5 years | 77.13 | 74.84 | 103% |
| Returns for 10 years | N/A | 180.75 | - |