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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$90.31
Change-$1.56 (-1.70%)
VolumeN/A
Net Assets10.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HLEIX vs VTSAX Comparison Chart
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HLEIX vs. VTSAX commentary
Feb 23, 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: 1.84T vs. HLEIX (11B). 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 : 19.59 vs. VTSAX (17.60). HLEIX return over 5 years is better than : 87.58 vs. VTSAX (74.84).
| 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 | 2.392 | 2.127 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.84T | 1% |
| Annual Yield % from dividends | 1.20 | 1.35 | 89% |
| Returns for 1 year | 19.59 | 17.60 | 111% |
| Returns for 3 years | 43.29 | 36.79 | 118% |
| Returns for 5 years | 87.58 | 74.84 | 117% |
| Returns for 10 years | 140.24 | 180.79 | 78% |
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