Ad is loading...
HLEIX vs VSTSX
HLEIX vs VSTSX Comparison
Open Charts HLEIX vs VSTSX
JPMorgan Equity Index I
Price$82.33
Change+$1.64 (+2.03%)
VolumeN/A
Net Assets10.14B
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
HLEIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLEIX vs. VSTSX commentary
Apr 25, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. HLEIX (10.1B). VSTSX pays higher dividends than HLEIX: VSTSX (1.37) vs HLEIX (1.15). 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 : 7.24 vs. VSTSX (5.29). HLEIX return over 5 years is better than : 97.00 vs. VSTSX (86.89).
| 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 | -8.291 | -9.017 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 1.7T | 1% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | 7.24 | 5.29 | 137% |
| Returns for 3 years | 28.66 | 22.65 | 127% |
| Returns for 5 years | 97.00 | 86.89 | 112% |
| Returns for 10 years | 116.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...