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HLEIX vs VSMPX
HLEIX vs VSMPX Comparison
Open Charts HLEIX vs VSMPX
JPMorgan Equity Index I
Price$85.78
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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HLEIX vs VSMPX Comparison Chart
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HLEIX vs. VSMPX 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 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 (1.36) vs HLEIX (1.20). HLEIX was incepted earlier than VSMPX: HLEIX (33 years) vs VSMPX (9 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 annual gain was more profitable for investors over the last year : 33.37 vs. VSMPX (31.58). HLEIX return over 5 years is better than : 98.64 vs. VSMPX (85.73).
| HLEIX | VSMPX | HLEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 20.626 | 18.661 | 111% |
| 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 | 1.20 | 1.36 | 88% |
| Returns for 1 year | 33.37 | 31.58 | 106% |
| Returns for 3 years | 32.62 | 25.38 | 129% |
| Returns for 5 years | 98.64 | 85.73 | 115% |
| Returns for 10 years | 127.15 | N/A | - |
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