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HESGX vs VITSX
HESGX vs VITSX Comparison
Open Charts HESGX vs VITSX
Horizon Defensive Core Investor
Price$38.50
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets423.97M
Vanguard Total Stock Market Idx I
Price$125.99
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HESGX vs VITSX Comparison Chart
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HESGX vs. VITSX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. HESGX (424M). VITSX pays higher dividends than HESGX: VITSX (1.36) vs HESGX (0.31). HESGX was incepted earlier than VITSX: HESGX (5 years) vs VITSX (28 years). HESGX (0.99) is less costly to investors than VITSX (0.03). HESGX is a more actively managed with annual turnover of: 9.00 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 : 4.35 vs. HESGX (-0.13). VITSX return over 5 years is better than : 80.96 vs. HESGX (68.90).
| HESGX | VITSX | HESGX / VITSX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | -13.527 | -10.854 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 1.7T | 0% |
| Annual Yield % from dividends | 0.31 | 1.36 | 23% |
| Returns for 1 year | -0.13 | 4.35 | -3% |
| Returns for 3 years | 14.38 | 17.55 | 82% |
| Returns for 5 years | 68.90 | 80.96 | 85% |
| Returns for 10 years | N/A | 146.15 | - |
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