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HLEIX vs VSTSX
HLEIX vs VSTSX Comparison
Open Charts HLEIX vs VSTSX
JPMorgan Equity Index I
Price$85.78
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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HLEIX vs VSTSX Comparison Chart
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HLEIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. HLEIX (11.2B). VSTSX pays higher dividends than HLEIX: VSTSX (1.36) vs HLEIX (1.20). HLEIX was incepted earlier than VSTSX: HLEIX (33 years) vs VSTSX (8 years). HLEIX is a more actively managed with annual turnover of: 15.00 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 : 33.37 vs. VSTSX (31.59). HLEIX return over 5 years is better than : 98.64 vs. VSTSX (85.77).
| HLEIX | VSTSX | HLEIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 20.626 | 18.668 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.72T | 1% |
| Annual Yield % from dividends | 1.20 | 1.36 | 88% |
| Returns for 1 year | 33.37 | 31.59 | 106% |
| Returns for 3 years | 32.62 | 25.41 | 128% |
| Returns for 5 years | 98.64 | 85.77 | 115% |
| Returns for 10 years | 127.15 | N/A | - |
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