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HESGX vs VTSAX
HESGX vs VTSAX Comparison
Open Charts HESGX vs VTSAX
Horizon Defensive Core Investor
Price$40.11
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets453.86M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
HESGX vs VTSAX Comparison Chart
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HESGX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HESGX (454M). VTSAX pays higher dividends than HESGX: VTSAX (1.36) vs HESGX (0.33). HESGX was incepted earlier than VTSAX: HESGX (5 years) vs VTSAX (25 years). HESGX (0.95) is less costly to investors than VTSAX (0.04). HESGX is a more actively managed with annual turnover of: 9.00 vs. VTSAX (2.00). HESGX has a lower initial minimum investment than VTSAX: HESGX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. HESGX (0.32). VTSAX return over 5 years is better than : 87.93 vs. HESGX (73.28).
| HESGX | VTSAX | HESGX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -10.331 | -4.657 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.36 | 24% |
| Returns for 1 year | 0.32 | 7.85 | 4% |
| Returns for 3 years | 25.15 | 39.39 | 64% |
| Returns for 5 years | 73.28 | 87.93 | 83% |
| Returns for 10 years | N/A | 163.37 | - |