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HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
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HESGX vs. VTSMX commentary
Sep 07, 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: 1.95T vs. HESGX (468M). VTSMX pays higher dividends than HESGX: VTSMX (1.07) vs HESGX (0.28). 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 : 18.03 vs. HESGX (10.52). VTSMX return over 5 years is better than : 84.94 vs. HESGX (72.97).
| 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 | 3.556 | 10.330 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 1.95T | 0% |
| Annual Yield % from dividends | 0.28 | 1.07 | 27% |
| Returns for 1 year | 10.52 | 18.03 | 58% |
| Returns for 3 years | 52.91 | 63.63 | 83% |
| Returns for 5 years | 72.97 | 84.94 | 86% |
| Returns for 10 years | N/A | 224.15 | - |
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