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HLEIX vs VSMPX
HLEIX vs VSMPX Comparison
Open Charts HLEIX vs VSMPX
JPMorgan Equity Index I
Price$89.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HLEIX vs VSMPX Comparison Chart
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HLEIX vs. VSMPX commentary
Nov 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 StrongSell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. HLEIX (11.3B). VSMPX pays higher dividends than HLEIX: VSMPX (1.36) vs HLEIX (1.20). HLEIX was incepted earlier than VSMPX: HLEIX (33 years) vs VSMPX (10 years). HLEIX is a more actively managed with annual turnover of: 15.00 vs. VSMPX (2.00). HLEIX has a lower initial minimum investment than VSMPX: HLEIX (1000000) vs VSMPX (100000000). HLEIX (32.13) and VSMPX (31.19) have marching annual gain over last year. HLEIX return over 5 years is better than : 99.10 vs. VSMPX (87.25).
| HLEIX | VSMPX | HLEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 26.050 | 24.446 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.73T | 1% |
| Annual Yield % from dividends | 1.20 | 1.36 | 88% |
| Returns for 1 year | 32.13 | 31.19 | 103% |
| Returns for 3 years | 28.62 | 23.16 | 124% |
| Returns for 5 years | 99.10 | 87.25 | 114% |
| Returns for 10 years | 126.74 | N/A | - |
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