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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$91.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.36B
Vanguard Total Stock Mkt Idx I
Price$145.64
Change-$0.18 (-0.12%)
VolumeN/A
Net Assets1.82T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Jun 26, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HLEIX (11.4B). VTSMX pays higher dividends than HLEIX: VTSMX (1.18) vs HLEIX (1.09). HLEIX was incepted earlier than VTSMX: HLEIX (34 years) vs VTSMX (33 years). HLEIX (0.38) is less costly to investors than VTSMX (0.14). HLEIX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HLEIX: VTSMX (3000) vs HLEIX (1000000). HLEIX annual gain was more profitable for investors over the last year : 13.11 vs. VTSMX (11.71). HLEIX return over 5 years is better than : 105.13 vs. VTSMX (97.92).
| HLEIX | VTSMX | HLEIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 4.154 | 3.449 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 1.82T | 1% |
| Annual Yield % from dividends | 1.09 | 1.18 | 92% |
| Returns for 1 year | 13.11 | 11.71 | 112% |
| Returns for 3 years | 60.04 | 53.95 | 111% |
| Returns for 5 years | 105.13 | 97.92 | 107% |
| Returns for 10 years | 146.65 | 185.08 | 79% |
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