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HESGX vs VTSMX
HESGX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HESGX (520M). VTSMX pays higher dividends than HESGX: VTSMX (1.12) vs HESGX (0.30). 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 : 13.89 vs. HESGX (3.48). VTSMX return over 5 years is better than : 95.59 vs. HESGX (81.35).
| 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 | -0.788 | 6.421 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 3.48 | 13.89 | 25% |
| Returns for 3 years | 46.93 | 62.08 | 76% |
| Returns for 5 years | 81.35 | 95.59 | 85% |
| Returns for 10 years | N/A | 198.05 | - |
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