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HLEIX vs VSMPX
HLEIX vs VSMPX Comparison
Open Charts HLEIX vs VSMPX
JPMorgan Equity Index I
Price$89.22
Change+$0.37 (+0.42%)
VolumeN/A
Net Assets11.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.88
Change+$1.78 (+0.67%)
VolumeN/A
Net Assets1.72T
HLEIX vs VSMPX Comparison Chart
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HLEIX vs. VSMPX commentary
Jun 04, 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 HLEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. HLEIX (11.1B). VSMPX pays higher dividends than HLEIX: VSMPX (1.29) vs HLEIX (1.09). HLEIX was incepted earlier than VSMPX: HLEIX (34 years) vs VSMPX (10 years). HLEIX (0.38) is less costly to investors than VSMPX (0.02). HLEIX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). HLEIX has a lower initial minimum investment than VSMPX: HLEIX (1000000) vs VSMPX (100000000). HLEIX annual gain was more profitable for investors over the last year : 13.32 vs. VSMPX (11.60). HLEIX return over 5 years is better than : 96.60 vs. VSMPX (84.05).
| HLEIX | VSMPX | HLEIX / VSMPX | |
| Total Expense Ratio | 0.20 | 0.02 | 1,000% |
| Annual Report Gross Expense Ratio | 0.38 | 0.02 | 1,900% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 0.983 | 0.213 | 461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.72T | 1% |
| Annual Yield % from dividends | 1.09 | 1.29 | 84% |
| Returns for 1 year | 13.32 | 11.60 | 115% |
| Returns for 3 years | 47.84 | 41.43 | 115% |
| Returns for 5 years | 96.60 | 84.05 | 115% |
| Returns for 10 years | 139.25 | 168.19 | 83% |
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