HLEIX
Price
$97.17
Change
+$0.41 (+0.42%)
Updated
Aug 26 closing price
Net Assets
11.92B
VTSMX
Price
$154.78
Change
+$0.69 (+0.45%)
Updated
Aug 26 closing price
Net Assets
1.91T
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HLEIX vs VTSMX

Header iconHLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMXBanner chart's image
JPMorgan Equity Index I
Price$97.17
Change+$0.41 (+0.42%)
VolumeN/A
Net Assets11.92B
Vanguard Total Stock Mkt Idx I
Price$154.78
Change+$0.69 (+0.45%)
VolumeN/A
Net Assets1.91T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Aug 27, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HLEIX (11.9B). VTSMX pays higher dividends than HLEIX: VTSMX (1.09) vs HLEIX (1.03). 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 : 16.44 vs. VTSMX (14.48). HLEIX return over 5 years is better than : 92.57 vs. VTSMX (80.15).
HLEIXVTSMXHLEIX / VTSMX
Total Expense Ratio0.200.14143%
Annual Report Gross Expense Ratio0.380.14271%
Fund Existence34 years33 years-
Gain YTD10.7369.330115%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B1.91T1%
Annual Yield % from dividends1.031.0995%
Returns for 1 year16.4414.48114%
Returns for 3 years64.2755.88115%
Returns for 5 years92.5780.15115%
Returns for 10 years176.07218.6581%
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