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HESAX vs VSMPX
HESAX vs VSMPX Comparison
Open Charts HESAX vs VSMPX
Horizon Defensive Core Advisor
Price$41.80
Change-$0.45 (-1.07%)
VolumeN/A
Net Assets486.73M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
HESAX vs VSMPX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. HESAX (487M). VSMPX pays higher dividends than HESAX: VSMPX (1.29) vs HESAX (0.13). HESAX was incepted earlier than VSMPX: HESAX (5 years) vs VSMPX (10 years). HESAX (1.11) is less costly to investors than VSMPX (0.02). HESAX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). HESAX has a lower initial minimum investment than VSMPX: HESAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. HESAX (0.41). VSMPX return over 5 years is better than : 91.46 vs. HESAX (76.42).
| HESAX | VSMPX | HESAX / VSMPX | |
| Total Expense Ratio | 1.11 | 0.02 | 5,550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -5.601 | 1.374 | -408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 1.82T | 0% |
| Annual Yield % from dividends | 0.13 | 1.29 | 10% |
| Returns for 1 year | 0.41 | 10.08 | 4% |
| Returns for 3 years | 40.91 | 57.66 | 71% |
| Returns for 5 years | 76.42 | 91.46 | 84% |
| Returns for 10 years | N/A | 170.67 | - |
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