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HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$44.80
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets461.88M
Vanguard Total Stock Mkt Idx I
Price$141.99
Change+$0.17 (+0.12%)
VolumeN/A
Net Assets1.78T
HESGX vs VTSMX Comparison Chart
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HESGX vs. VTSMX commentary
Jan 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T 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). VTSMX (23.69) and HESGX (23.37) have marching annual gain over last year. HESGX return over 5 years is better than : 82.11 vs. VTSMX (76.99).
| 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 | 0.833 | 0.702 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 1.78T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 23.37 | 23.69 | 99% |
| Returns for 3 years | 26.33 | 23.94 | 110% |
| Returns for 5 years | 82.11 | 76.99 | 107% |
| Returns for 10 years | N/A | 187.37 | - |
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