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HESGX vs VSMPX
HESGX vs VSMPX Comparison
Open Charts HESGX vs VSMPX
Horizon Defensive Core Investor
Price$40.11
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets453.86M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
HESGX vs VSMPX Comparison Chart
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HESGX vs. VSMPX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HESGX (454M). VSMPX pays higher dividends than HESGX: VSMPX (1.37) vs HESGX (0.33). HESGX was incepted earlier than VSMPX: HESGX (5 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 : 7.86 vs. HESGX (0.69). VSMPX return over 5 years is better than : 88.00 vs. HESGX (73.75).
| HESGX | VSMPX | HESGX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 0.95 | 0.02 | 4,750% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -10.083 | -4.649 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 0.69 | 7.86 | 9% |
| Returns for 3 years | 28.80 | 39.43 | 73% |
| Returns for 5 years | 73.75 | 88.00 | 84% |
| Returns for 10 years | N/A | 155.00 | - |