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HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
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HESGX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HESGX (511M). VTSMX pays higher dividends than HESGX: VTSMX (1.12) vs HESGX (0.30). HESGX was incepted earlier than VTSMX: HESGX (6 years) vs VTSMX (33 years). HESGX (0.95) is less costly to investors than VTSMX (0.14). HESGX is a more actively managed with annual turnover of: 9.00 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 : 12.83 vs. HESGX (2.82). VTSMX return over 5 years is better than : 92.88 vs. HESGX (78.76).
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -2.206 | 4.945 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 2.82 | 12.83 | 22% |
| Returns for 3 years | 44.83 | 59.83 | 75% |
| Returns for 5 years | 78.76 | 92.88 | 85% |
| Returns for 10 years | N/A | 192.85 | - |