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HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
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HESGX vs. VTSMX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. HESGX (477M). VTSMX pays higher dividends than HESGX: VTSMX (1.04) vs HESGX (0.27). HESGX was incepted earlier than VTSMX: HESGX (6 years) vs VTSMX (34 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 : 13.30 vs. HESGX (5.89). VTSMX return over 5 years is better than : 84.06 vs. HESGX (73.27).
| 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 | 34 years | - |
| Gain YTD | 5.919 | 12.523 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 2.02T | 0% |
| Annual Yield % from dividends | 0.27 | 1.04 | 26% |
| Returns for 1 year | 5.89 | 13.30 | 44% |
| Returns for 3 years | 62.75 | 75.25 | 83% |
| Returns for 5 years | 73.27 | 84.06 | 87% |
| Returns for 10 years | N/A | 223.69 | - |
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