HESGX
Price
$43.71
Change
+$0.26 (+0.60%)
Updated
Jul 2 closing price
Net Assets
511.14M
VSMPX
Price
$279.05
Change
+$1.51 (+0.54%)
Updated
Jul 2 closing price
Net Assets
1.82T
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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$43.71
Change+$0.26 (+0.60%)
VolumeN/A
Net Assets511.14M
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.05
Change+$1.51 (+0.54%)
VolumeN/A
Net Assets1.82T
HESGX vs VSMPX Comparison Chart in %
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VS
HESGX vs. VSMPX commentary
Jul 03, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. HESGX (511M). VSMPX pays higher dividends than HESGX: VSMPX (1.22) vs HESGX (0.30). 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 : 12.85 vs. HESGX (2.82). VSMPX return over 5 years is better than : 92.97 vs. HESGX (78.76).
HESGXVSMPXHESGX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio0.950.024,750%
Fund Existence6 years10 years-
Gain YTD-2.2064.947-45%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets511M1.82T0%
Annual Yield % from dividends0.301.2224%
Returns for 1 year2.8212.8522%
Returns for 3 years44.8359.9275%
Returns for 5 years78.7692.9785%
Returns for 10 yearsN/A184.20-
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