Ad is loading...
HLEIX vs VITSX
HLEIX vs VITSX Comparison
Open Charts HLEIX vs VITSX
JPMorgan Equity Index I
Price$85.78
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HLEIX vs VITSX Comparison Chart
Loading...
HLEIX vs. VITSX commentary
Sep 22, 2024
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 HLEIX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. HLEIX (11.1B). VITSX pays higher dividends than HLEIX: VITSX (1.36) vs HLEIX (1.20). HLEIX was incepted earlier than VITSX: HLEIX (33 years) vs VITSX (27 years). HLEIX is a more actively managed with annual turnover of: 15.00 vs. VITSX (2.00). HLEIX has a lower initial minimum investment than VITSX: HLEIX (1000000) vs VITSX (5000000). HLEIX annual gain was more profitable for investors over the last year : 33.37 vs. VITSX (31.57). HLEIX return over 5 years is better than : 98.64 vs. VITSX (85.68).
| HLEIX | VITSX | HLEIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 20.626 | 18.651 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.72T | 1% |
| Annual Yield % from dividends | 1.20 | 1.36 | 88% |
| Returns for 1 year | 33.37 | 31.57 | 106% |
| Returns for 3 years | 32.62 | 25.36 | 129% |
| Returns for 5 years | 98.64 | 85.68 | 115% |
| Returns for 10 years | 127.15 | 188.34 | 68% |
View a ticker or compare two or three
VS
VS
Ad is loading...