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HESGX vs VITSX
HESGX vs VITSX Comparison
Open Charts HESGX vs VITSX
Horizon Defensive Core Investor
Price$43.44
Change-$0.16 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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HESGX vs VITSX Comparison Chart
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HESGX vs. VITSX 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 HESGX is a Hold and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. HESGX (418M). VITSX pays higher dividends than HESGX: VITSX (1.36) vs HESGX (0.54). HESGX was incepted earlier than VITSX: HESGX (5 years) vs VITSX (27 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). HESGX (26.59) and VITSX (25.89) have marching annual gain over last year.
| HESGX | VITSX | HESGX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 17.830 | 16.918 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 1.72T | 0% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 26.59 | 25.89 | 103% |
| Returns for 3 years | 22.63 | 21.34 | 106% |
| Returns for 5 years | N/A | 82.97 | - |
| Returns for 10 years | N/A | 179.72 | - |
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