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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$91.80
Change+$0.49 (+0.54%)
VolumeN/A
Net Assets11.14B
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
HLEIX vs VTSAX Comparison Chart
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HLEIX vs. VTSAX commentary
Jan 24, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HLEIX (11.1B). VTSAX pays higher dividends than HLEIX: VTSAX (1.35) vs HLEIX (1.20). HLEIX was incepted earlier than VTSAX: HLEIX (34 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 : 26.60 vs. VTSAX (24.81). HLEIX return over 5 years is better than : 92.37 vs. VTSAX (80.57).
| HLEIX | VTSAX | HLEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 3.526 | 3.751 | 94% |
| 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 | 1.78T | 1% |
| Annual Yield % from dividends | 1.20 | 1.35 | 89% |
| Returns for 1 year | 26.60 | 24.81 | 107% |
| Returns for 3 years | 41.98 | 36.41 | 115% |
| Returns for 5 years | 92.37 | 80.57 | 115% |
| Returns for 10 years | 150.91 | 195.45 | 77% |
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