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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$94.58
Change-$0.46 (-0.48%)
VolumeN/A
Net Assets11.67B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Aug 07, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. HLEIX (11.7B). 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 : 23.45 vs. VTSMX (21.79). HLEIX return over 5 years is better than : 96.17 vs. VTSMX (83.70).
| 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 | 8.308 | 7.223 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.91T | 1% |
| Annual Yield % from dividends | 1.03 | 1.09 | 95% |
| Returns for 1 year | 23.45 | 21.79 | 108% |
| Returns for 3 years | 57.41 | 49.88 | 115% |
| Returns for 5 years | 96.17 | 83.70 | 115% |
| Returns for 10 years | 158.89 | 199.95 | 79% |
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