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HESGX vs VSTSX
HESGX vs VSTSX Comparison
Open Charts HESGX vs VSTSX
Horizon Defensive Core Investor
Price$44.79
Change-$0.85 (-1.86%)
VolumeN/A
Net Assets475.04M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
HESGX vs VSTSX Comparison Chart
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HESGX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. HESGX (475M). VSTSX pays higher dividends than HESGX: VSTSX (1.36) vs HESGX (0.54). HESGX was incepted earlier than VSTSX: HESGX (5 years) vs VSTSX (9 years). HESGX is a more actively managed with annual turnover of: 139.00 vs. VSTSX (2.00). HESGX has a lower initial minimum investment than VSTSX: HESGX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. HESGX (14.68). HESGX (77.13) and VSTSX (74.94) have equivalent 5 years return.
| HESGX | VSTSX | HESGX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 0.810 | 2.135 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 1.84T | 0% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 14.68 | 17.63 | 83% |
| Returns for 3 years | 35.70 | 36.87 | 97% |
| Returns for 5 years | 77.13 | 74.94 | 103% |
| Returns for 10 years | N/A | N/A | - |
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