HLEIX
Price
$99.79
Change
+$0.38 (+0.38%)
Updated
Nov 19 closing price
Net Assets
12.2B
VTSMX
Price
$158.28
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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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$99.79
Change+$0.38 (+0.38%)
VolumeN/A
Net Assets12.2B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. HLEIX (12.2B). VTSMX pays higher dividends than HLEIX: VTSMX (1.02) vs HLEIX (0.97). HLEIX was incepted earlier than VTSMX: HLEIX (34 years) vs VTSMX (34 years). HLEIX (0.38) is less costly to investors than VTSMX (0.14). HLEIX is a more actively managed with annual turnover of: 12.00 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 : 13.49 vs. VTSMX (10.79). HLEIX return over 5 years is better than : 93.49 vs. VTSMX (77.62).
HLEIXVTSMXHLEIX / VTSMX
Total Expense Ratio0.200.14143%
Annual Report Gross Expense Ratio0.380.14271%
Fund Existence34 years34 years-
Gain YTD14.01811.948117%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B2.05T1%
Annual Yield % from dividends0.971.0295%
Returns for 1 year13.4910.79125%
Returns for 3 years73.1463.83115%
Returns for 5 years93.4977.62120%
Returns for 10 years170.72213.7780%
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