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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$94.58
Change-$0.46 (-0.48%)
VolumeN/A
Net Assets11.67B
Vanguard Total Stock Mkt Idx Adm
Price$151.48
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
HLEIX vs VTSAX Comparison Chart in %
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HLEIX vs. VTSAX commentary
Aug 07, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. HLEIX (11.7B). VTSAX pays higher dividends than HLEIX: VTSAX (1.18) vs HLEIX (1.03). HLEIX was incepted earlier than VTSAX: HLEIX (34 years) vs VTSAX (25 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 : 23.45 vs. VTSAX (20.03). HLEIX return over 5 years is better than : 96.17 vs. VTSAX (82.75).
| HLEIX | VTSAX | HLEIX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 8.308 | 6.764 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.91T | 1% |
| Annual Yield % from dividends | 1.03 | 1.18 | 87% |
| Returns for 1 year | 23.45 | 20.03 | 117% |
| Returns for 3 years | 57.41 | 49.26 | 117% |
| Returns for 5 years | 96.17 | 82.75 | 116% |
| Returns for 10 years | 158.89 | 199.32 | 80% |
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