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HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$38.50
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets423.97M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
HESGX vs VTSMX Comparison Chart
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HESGX vs. VTSMX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HESGX (424M). VTSMX pays higher dividends than HESGX: VTSMX (1.25) vs HESGX (0.31). HESGX was incepted earlier than VTSMX: HESGX (5 years) vs VTSMX (33 years). HESGX (0.99) 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 : 4.35 vs. HESGX (-0.13). VTSMX return over 5 years is better than : 80.93 vs. HESGX (68.90).
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -13.527 | -10.853 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 1.7T | 0% |
| Annual Yield % from dividends | 0.31 | 1.25 | 25% |
| Returns for 1 year | -0.13 | 4.35 | -3% |
| Returns for 3 years | 14.38 | 17.53 | 82% |
| Returns for 5 years | 68.90 | 80.93 | 85% |
| Returns for 10 years | N/A | 145.67 | - |
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