HLEIX
Price
$114.92
Change
+$0.98 (+0.86%)
Updated
Sep 11 closing price
Net Assets
14.39B
VSMPX
Price
$343.69
Change
+$2.88 (+0.85%)
Updated
Sep 11 closing price
Net Assets
2.34T
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HLEIX vs VSMPX

HLEIX vs VSMPX Comparison Chart in %
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VS
HLEIX vs. VSMPX commentary
Sep 13, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.34T vs. HLEIX (14.4B). VSMPX pays higher dividends than HLEIX: VSMPX (1.04) vs HLEIX (0.88). HLEIX was incepted earlier than VSMPX: HLEIX (35 years) vs VSMPX (11 years). HLEIX (0.37) is less costly to investors than VSMPX (0.02). HLEIX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (3.00). 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 : 16.18 vs. VSMPX (14.99). HLEIX return over 5 years is better than : 75.77 vs. VSMPX (62.99).
HLEIXVSMPXHLEIX / VSMPX
Total Expense Ratio0.200.021,000%
Annual Report Gross Expense Ratio0.370.021,850%
Fund Existence35 years11 years-
Gain YTD11.64711.350103%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B2.34T1%
Annual Yield % from dividends0.881.0484%
Returns for 1 year16.1814.99108%
Returns for 3 years75.6868.85110%
Returns for 5 years75.7762.99120%
Returns for 10 years258.03244.93105%
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