Ad is loading...
HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$40.11
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets453.86M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
HESGX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HESGX vs. VTSMX commentary
May 09, 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 (454M). VTSMX pays higher dividends than HESGX: VTSMX (1.26) vs HESGX (0.33). 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 : 7.85 vs. HESGX (0.69). VTSMX return over 5 years is better than : 87.92 vs. HESGX (73.75).
| 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 | -10.083 | -4.660 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.72T | 0% |
| Annual Yield % from dividends | 0.33 | 1.26 | 26% |
| Returns for 1 year | 0.69 | 7.85 | 9% |
| Returns for 3 years | 28.80 | 39.37 | 73% |
| Returns for 5 years | 73.75 | 87.92 | 84% |
| Returns for 10 years | N/A | 162.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers