Interact to see
Advertisement
Advertisement
HESGX vs VITSX
HESGX vs VITSX Comparison
Open Charts HESGX vs VITSX
Horizon Defensive Core Investor
Price$41.93
Change+$0.21 (+0.50%)
VolumeN/A
Net Assets474.79M
Vanguard Total Stock Market Idx I
Price$142.80
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
HESGX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HESGX vs. VITSX commentary
Jun 04, 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: 1.72T vs. HESGX (475M). VITSX pays higher dividends than HESGX: VITSX (1.29) vs HESGX (0.31). HESGX was incepted earlier than VITSX: HESGX (5 years) vs VITSX (28 years). HESGX (0.95) 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 : 11.98 vs. HESGX (2.83). VITSX return over 5 years is better than : 85.29 vs. HESGX (71.78).
| HESGX | VITSX | HESGX / VITSX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 0.95 | 0.03 | 3,167% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | -6.099 | 0.599 | -1,018% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.29 | 24% |
| Returns for 1 year | 2.83 | 11.98 | 24% |
| Returns for 3 years | 32.04 | 41.94 | 76% |
| Returns for 5 years | 71.78 | 85.29 | 84% |
| Returns for 10 years | N/A | 178.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers