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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$85.78
Change-$0.16 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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HLEIX vs VTSAX Comparison Chart
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HLEIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. HLEIX (11.1B). VTSAX pays higher dividends than HLEIX: VTSAX (1.35) vs HLEIX (1.20). HLEIX was incepted earlier than VTSAX: HLEIX (33 years) vs VTSAX (24 years). HLEIX is a more actively managed with annual turnover of: 15.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HLEIX: VTSAX (3000) vs HLEIX (1000000). HLEIX annual gain was more profitable for investors over the last year : 33.37 vs. VTSAX (31.56). HLEIX return over 5 years is better than : 98.64 vs. VTSAX (85.68).
| HLEIX | VTSAX | HLEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 20.626 | 18.645 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.72T | 1% |
| Annual Yield % from dividends | 1.20 | 1.35 | 89% |
| Returns for 1 year | 33.37 | 31.56 | 106% |
| Returns for 3 years | 32.62 | 25.35 | 129% |
| Returns for 5 years | 98.64 | 85.68 | 115% |
| Returns for 10 years | 127.15 | 188.32 | 68% |
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