Interact to see
Advertisement
Advertisement
HESAX vs VTSAX
HESAX vs VTSAX Comparison
Open Charts HESAX vs VTSAX
Horizon Defensive Core Advisor
Price$41.80
Change-$0.45 (-1.07%)
VolumeN/A
Net Assets486.73M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HESAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HESAX (487M). VTSAX pays higher dividends than HESAX: VTSAX (1.28) vs HESAX (0.13). HESAX was incepted earlier than VTSAX: HESAX (5 years) vs VTSAX (25 years). HESAX (1.11) is less costly to investors than VTSAX (0.04). HESAX is a more actively managed with annual turnover of: 9.00 vs. VTSAX (2.00). HESAX has a lower initial minimum investment than VTSAX: HESAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. HESAX (0.41). VTSAX return over 5 years is better than : 91.40 vs. HESAX (76.42).
| HESAX | VTSAX | HESAX / VTSAX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -5.601 | 1.365 | -410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 1.82T | 0% |
| Annual Yield % from dividends | 0.13 | 1.28 | 10% |
| Returns for 1 year | 0.41 | 10.07 | 4% |
| Returns for 3 years | 40.91 | 57.61 | 71% |
| Returns for 5 years | 76.42 | 91.40 | 84% |
| Returns for 10 years | N/A | 179.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement