Interact to see
Advertisement
Advertisement
HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HESGX (479M). VTSMX pays higher dividends than HESGX: VTSMX (1.09) vs HESGX (0.29). HESGX was incepted earlier than VTSMX: HESGX (6 years) vs VTSMX (33 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 : 16.21 vs. HESGX (8.37). VTSMX return over 5 years is better than : 85.82 vs. HESGX (74.54).
| 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 | 33 years | - |
| Gain YTD | 2.881 | 9.266 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 1.91T | 0% |
| Annual Yield % from dividends | 0.29 | 1.09 | 26% |
| Returns for 1 year | 8.37 | 16.21 | 52% |
| Returns for 3 years | 40.41 | 46.80 | 86% |
| Returns for 5 years | 74.54 | 85.82 | 87% |
| Returns for 10 years | N/A | 202.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QLV | 70.16 | 0.01 | +0.02% |
| FlexShares US Quality Low Vol ETF | |||
| XNAV | 74.54 | N/A | N/A |
| FundX Aggressive ETF | |||
| GENM | 10.21 | -0.01 | -0.05% |
| Genter Capital Municipal Qual Interm ETF | |||
| GUG | 15.60 | -0.06 | -0.39% |
| Guggenheim Active Allocation Fund | |||
| BBAX | 56.42 | -0.39 | -0.69% |
| JPMorgan BetaBuilders Dev APAC ex-JpnETF | |||