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HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
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HESGX vs. VTSMX commentary
Dec 28, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HESGX (489M). VTSMX pays higher dividends than HESGX: VTSMX (1.02) vs HESGX (0.26). HESGX was incepted earlier than VTSMX: HESGX (6 years) vs VTSMX (34 years). HESGX (0.95) is less costly to investors than VTSMX (0.14). HESGX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). HESGX has a lower initial minimum investment than VTSMX: HESGX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. HESGX (-7.57). VTSMX return over 5 years is better than : 76.71 vs. HESGX (47.34).
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | -4.907 | 17.313 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 2.06T | 0% |
| Annual Yield % from dividends | 0.26 | 1.02 | 26% |
| Returns for 1 year | -7.57 | 14.32 | -53% |
| Returns for 3 years | 44.08 | 78.67 | 56% |
| Returns for 5 years | 47.34 | 76.71 | 62% |
| Returns for 10 years | N/A | 232.18 | - |
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