HESAX
Price
$47.65
Change
-$0.81 (-1.67%)
Updated
Nov 13 closing price
Net Assets
493.06M
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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HESAX vs VTSMX

Header iconHESAX vs VTSMX Comparison
Open Charts HESAX vs VTSMXBanner chart's image
Horizon Defensive Core Advisor
Price$47.65
Change-$0.81 (-1.67%)
VolumeN/A
Net Assets493.06M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
HESAX vs VTSMX Comparison Chart in %
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HESAX vs. VTSMX commentary
Nov 14, 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 HESAX is a StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HESAX (493M). VTSMX pays higher dividends than HESAX: VTSMX (1.02) vs HESAX (0.11). HESAX was incepted earlier than VTSMX: HESAX (6 years) vs VTSMX (34 years). HESAX (1.11) is less costly to investors than VTSMX (0.14). HESAX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). HESAX has a lower initial minimum investment than VTSMX: HESAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. HESAX (4.33). VTSMX return over 5 years is better than : 83.98 vs. HESAX (71.78).
HESAXVTSMXHESAX / VTSMX
Total Expense Ratio1.110.14793%
Annual Report Gross Expense Ratio1.110.14793%
Fund Existence6 years34 years-
Gain YTD7.61115.97248%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets493M2.05T0%
Annual Yield % from dividends0.111.0211%
Returns for 1 year4.3313.4232%
Returns for 3 years59.3668.2287%
Returns for 5 years71.7883.9885%
Returns for 10 yearsN/A235.40-
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