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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
HLEIX vs VTSMX Comparison Chart
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HLEIX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. HLEIX (9.45B). VTSMX pays higher dividends than HLEIX: VTSMX (1.25) vs HLEIX (1.15). 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 : -3.26 vs. VTSMX (-5.43). HLEIX return over 5 years is better than : 85.66 vs. VTSMX (75.41).
| 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 | -15.031 | -15.905 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 1.7T | 1% |
| Annual Yield % from dividends | 1.15 | 1.25 | 92% |
| Returns for 1 year | -3.26 | -5.43 | 60% |
| Returns for 3 years | 14.13 | 8.73 | 162% |
| Returns for 5 years | 85.66 | 75.41 | 114% |
| Returns for 10 years | 101.02 | 131.53 | 77% |
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