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HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$41.93
Change+$0.21 (+0.50%)
VolumeN/A
Net Assets474.79M
Vanguard Total Stock Mkt Idx I
Price$142.73
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
HESGX vs VTSMX Comparison Chart
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HESGX vs. VTSMX commentary
Jun 04, 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: 1.72T vs. HESGX (475M). VTSMX pays higher dividends than HESGX: VTSMX (1.18) vs HESGX (0.31). HESGX was incepted earlier than VTSMX: HESGX (5 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 : 11.97 vs. HESGX (2.83). VTSMX return over 5 years is better than : 85.27 vs. HESGX (71.78).
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -6.099 | 0.582 | -1,047% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.18 | 26% |
| Returns for 1 year | 2.83 | 11.97 | 24% |
| Returns for 3 years | 32.04 | 41.91 | 76% |
| Returns for 5 years | 71.78 | 85.27 | 84% |
| Returns for 10 years | N/A | 177.44 | - |
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