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HESGX vs VTSMX
HESGX vs VTSMX Comparison
Open Charts HESGX vs VTSMX
Horizon Defensive Core Investor
Price$41.96
Change-$0.46 (-1.08%)
VolumeN/A
Net Assets486.73M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HESGX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HESGX (487M). VTSMX pays higher dividends than HESGX: VTSMX (1.18) vs HESGX (0.31). HESGX was incepted earlier than VTSMX: HESGX (5 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 : 10.06 vs. HESGX (0.55). VTSMX return over 5 years is better than : 91.36 vs. HESGX (77.79).
| HESGX | VTSMX | HESGX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -5.559 | 1.349 | -412% |
| 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 | 1.18 | 26% |
| Returns for 1 year | 0.55 | 10.06 | 6% |
| Returns for 3 years | 41.54 | 57.59 | 72% |
| Returns for 5 years | 77.79 | 91.36 | 85% |
| Returns for 10 years | N/A | 178.92 | - |
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