HESGX
Price
$44.79
Change
-$0.85 (-1.86%)
Updated
Feb 21 closing price
Net Assets
475.04M
VTSMX
Price
$143.99
Change
-$2.73 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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HESGX vs VTSMX

Header iconHESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMXBanner chart's image
Horizon Defensive Core Investor
Price$44.79
Change-$0.85 (-1.86%)
VolumeN/A
Net Assets475.04M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HESGX vs VTSMX Comparison Chart
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HESGX vs. VTSMX 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 VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HESGX (475M). VTSMX pays higher dividends than HESGX: VTSMX (1.26) vs HESGX (0.54). HESGX was incepted earlier than VTSMX: HESGX (5 years) vs VTSMX (33 years). HESGX is a more actively managed with annual turnover of: 139.00 vs. VTSMX (2.00). HESGX has a lower initial minimum investment than VTSMX: HESGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. HESGX (14.68). HESGX (77.13) and VTSMX (74.84) have equivalent 5 years return.
HESGXVTSMXHESGX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years33 years-
Gain YTD0.8102.12138%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets475M1.84T0%
Annual Yield % from dividends0.541.2643%
Returns for 1 year14.6817.6083%
Returns for 3 years35.7036.7897%
Returns for 5 years77.1374.84103%
Returns for 10 yearsN/A180.15-
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