HESGX
Price
$48.76
Change
+$0.12 (+0.25%)
Updated
Dec 3 closing price
Net Assets
491.41M
VSMPX
Price
$307.36
Change
+$1.29 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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HESGX vs VSMPX

Header iconHESGX vs VSMPX Comparison
Open Charts HESGX vs VSMPXBanner chart's image
Horizon Defensive Core Investor
Price$48.76
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets491.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
HESGX vs VSMPX Comparison Chart in %
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VS
HESGX vs. VSMPX commentary
Dec 04, 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 Buy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. HESGX (491M). VSMPX pays higher dividends than HESGX: VSMPX (1.12) vs HESGX (0.26). HESGX was incepted earlier than VSMPX: HESGX (6 years) vs VSMPX (11 years). HESGX (0.95) is less costly to investors than VSMPX (0.02). HESGX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). HESGX has a lower initial minimum investment than VSMPX: HESGX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.45 vs. HESGX (5.46). VSMPX return over 5 years is better than : 77.28 vs. HESGX (69.50).
HESGXVSMPXHESGX / VSMPX
Total Expense Ratio0.950.024,750%
Annual Report Gross Expense Ratio0.950.024,750%
Fund Existence6 years11 years-
Gain YTD9.29615.52160%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets491M2.05T0%
Annual Yield % from dividends0.261.1224%
Returns for 1 year5.4611.4548%
Returns for 3 years58.8464.4991%
Returns for 5 years69.5077.2890%
Returns for 10 yearsN/A213.44-
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