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HESGX vs VTSAX
HESGX vs VTSAX Comparison
Open Charts HESGX vs VTSAX
Horizon Defensive Core Investor
Price$41.96
Change-$0.46 (-1.08%)
VolumeN/A
Net Assets486.73M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HESGX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HESGX (487M). VTSAX pays higher dividends than HESGX: VTSAX (1.28) vs HESGX (0.31). HESGX was incepted earlier than VTSAX: HESGX (5 years) vs VTSAX (25 years). HESGX (0.95) is less costly to investors than VTSAX (0.04). HESGX is a more actively managed with annual turnover of: 9.00 vs. VTSAX (2.00). HESGX has a lower initial minimum investment than VTSAX: HESGX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. HESGX (0.55). VTSAX return over 5 years is better than : 91.40 vs. HESGX (77.79).
| HESGX | VTSAX | HESGX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -5.559 | 1.365 | -407% |
| 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 | 0.31 | 1.28 | 24% |
| Returns for 1 year | 0.55 | 10.07 | 5% |
| Returns for 3 years | 41.54 | 57.61 | 72% |
| Returns for 5 years | 77.79 | 91.40 | 85% |
| Returns for 10 years | N/A | 179.53 | - |
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