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HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$45.72
Change+$0.08 (+0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
HESGX vs VTSMX Comparison Chart
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HESGX vs. VTSMX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HESGX (462M). 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). HESGX (31.35) and VTSMX (31.17) have marching annual gain over last year.
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 25.385 | 24.402 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 1.73T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 31.35 | 31.17 | 101% |
| Returns for 3 years | 24.02 | 23.11 | 104% |
| Returns for 5 years | N/A | 87.20 | - |
| Returns for 10 years | N/A | 187.97 | - |
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