HLEIX
Price
$81.88
Change
+$7.12 (+9.52%)
Updated
Apr 9 closing price
Net Assets
9.45B
VTSAX
Price
$129.87
Change
+$11.31 (+9.54%)
Updated
Apr 9 closing price
Net Assets
1.7T
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HLEIX vs VTSAX

Header iconHLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAXBanner chart's image
JPMorgan Equity Index I
Price$81.88
Change+$7.12 (+9.52%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
HLEIX vs VTSAX Comparison Chart
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HLEIX vs. VTSAX commentary
Apr 11, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. HLEIX (9.45B). VTSAX pays higher dividends than HLEIX: VTSAX (1.35) vs HLEIX (1.15). HLEIX was incepted earlier than VTSAX: HLEIX (34 years) vs VTSAX (24 years). HLEIX (0.38) is less costly to investors than VTSAX (0.04). HLEIX is a more actively managed with annual turnover of: 5.00 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 : -3.26 vs. VTSAX (-5.42). HLEIX return over 5 years is better than : 85.66 vs. VTSAX (75.44).
HLEIXVTSAXHLEIX / VTSAX
Total Expense Ratio0.200.04500%
Annual Report Gross Expense Ratio0.380.04950%
Fund Existence34 years24 years-
Gain YTD-15.031-15.90694%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets9.45B1.7T1%
Annual Yield % from dividends1.151.3585%
Returns for 1 year-3.26-5.4260%
Returns for 3 years14.138.75161%
Returns for 5 years85.6675.44114%
Returns for 10 years101.02132.0477%
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