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HLEIX vs VSTSX
HLEIX vs VSTSX Comparison
Open Charts HLEIX vs VSTSX
JPMorgan Equity Index I
Price$94.58
Change-$0.46 (-0.48%)
VolumeN/A
Net Assets11.67B
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.30
Change+$1.93 (+0.65%)
VolumeN/A
Net Assets1.91T
HLEIX vs VSTSX Comparison Chart in %
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HLEIX vs. VSTSX commentary
Aug 07, 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. HLEIX (11.7B). VSTSX pays higher dividends than HLEIX: VSTSX (1.20) vs HLEIX (1.03). HLEIX was incepted earlier than VSTSX: HLEIX (34 years) vs VSTSX (9 years). HLEIX (0.38) is less costly to investors than VSTSX (0.01). HLEIX is a more actively managed with annual turnover of: 5.00 vs. VSTSX (2.00). HLEIX has a lower initial minimum investment than VSTSX: HLEIX (1000000) vs VSTSX (5000000000). HLEIX annual gain was more profitable for investors over the last year : 23.45 vs. VSTSX (20.04). HLEIX return over 5 years is better than : 96.17 vs. VSTSX (82.85).
| HLEIX | VSTSX | HLEIX / VSTSX | |
| Total Expense Ratio | 0.20 | 0.01 | 2,000% |
| Annual Report Gross Expense Ratio | 0.38 | 0.01 | 3,800% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 8.308 | 6.773 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.91T | 1% |
| Annual Yield % from dividends | 1.03 | 1.20 | 86% |
| Returns for 1 year | 23.45 | 20.04 | 117% |
| Returns for 3 years | 57.41 | 49.34 | 116% |
| Returns for 5 years | 96.17 | 82.85 | 116% |
| Returns for 10 years | 158.89 | N/A | - |
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