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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.23
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
HLEIX vs VTSMX Comparison Chart
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HLEIX vs. VTSMX commentary
Jun 01, 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: 1.72T vs. HLEIX (11.2B). 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 : 14.23 vs. VTSMX (12.42). HLEIX return over 5 years is better than : 101.71 vs. VTSMX (89.32).
| 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 | 0.983 | 0.199 | 493% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.72T | 1% |
| Annual Yield % from dividends | 1.09 | 1.18 | 92% |
| Returns for 1 year | 14.23 | 12.42 | 115% |
| Returns for 3 years | 47.03 | 40.91 | 115% |
| Returns for 5 years | 101.71 | 89.32 | 114% |
| Returns for 10 years | 137.44 | 174.83 | 79% |
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