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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$93.73
Change-$0.36 (-0.38%)
VolumeN/A
Net Assets11.52B
Vanguard Total Stock Mkt Idx I
Price$148.99
Change-$0.80 (-0.53%)
VolumeN/A
Net Assets1.91T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Jul 17, 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: 1.91T vs. HLEIX (11.5B). VTSMX pays higher dividends than HLEIX: VTSMX (1.12) vs HLEIX (1.06). 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 : 12.60 vs. VTSMX (11.36). HLEIX return over 5 years is better than : 102.38 vs. VTSMX (90.04).
| 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 | 7.226 | 6.279 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 1.91T | 1% |
| Annual Yield % from dividends | 1.06 | 1.12 | 95% |
| Returns for 1 year | 12.60 | 11.36 | 111% |
| Returns for 3 years | 67.31 | 60.26 | 112% |
| Returns for 5 years | 102.38 | 90.04 | 114% |
| Returns for 10 years | 150.63 | 190.31 | 79% |
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