HESGX
Price
$47.33
Change
+$0.27 (+0.57%)
Updated
Oct 17 closing price
Net Assets
477.33M
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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HESGX vs VSMPX

Header iconHESGX vs VSMPX Comparison
Open Charts HESGX vs VSMPXBanner chart's image
Horizon Defensive Core Investor
Price$47.33
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets477.33M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
HESGX vs VSMPX Comparison Chart in %
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HESGX vs. VSMPX commentary
Oct 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. HESGX (477M). VSMPX pays higher dividends than HESGX: VSMPX (1.15) vs HESGX (0.27). HESGX was incepted earlier than VSMPX: HESGX (6 years) vs VSMPX (10 years). HESGX (0.95) is less costly to investors than VSMPX (0.02). HESGX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). HESGX has a lower initial minimum investment than VSMPX: HESGX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.31 vs. HESGX (5.89). VSMPX return over 5 years is better than : 84.15 vs. HESGX (73.27).
HESGXVSMPXHESGX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio0.950.024,750%
Fund Existence6 years10 years-
Gain YTD5.91912.53347%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets477M2.02T0%
Annual Yield % from dividends0.271.1524%
Returns for 1 year5.8913.3144%
Returns for 3 years62.7575.3583%
Returns for 5 years73.2784.1587%
Returns for 10 yearsN/A214.15-
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