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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$89.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HLEIX vs VTSMX Comparison Chart
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HLEIX vs. VTSMX commentary
Nov 22, 2024
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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. HLEIX (11.3B). VTSMX pays higher dividends than HLEIX: VTSMX (1.26) vs HLEIX (1.20). HLEIX was incepted earlier than VTSMX: HLEIX (33 years) vs VTSMX (33 years). HLEIX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HLEIX: VTSMX (3000) vs HLEIX (1000000). HLEIX (32.13) and VTSMX (31.17) have marching annual gain over last year. HLEIX return over 5 years is better than : 99.10 vs. VTSMX (87.20).
| HLEIX | VTSMX | HLEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 26.050 | 24.402 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.73T | 1% |
| Annual Yield % from dividends | 1.20 | 1.26 | 95% |
| Returns for 1 year | 32.13 | 31.17 | 103% |
| Returns for 3 years | 28.62 | 23.11 | 124% |
| Returns for 5 years | 99.10 | 87.20 | 114% |
| Returns for 10 years | 126.74 | 187.97 | 67% |
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