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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$100.77
Change-$0.39 (-0.39%)
VolumeN/A
Net Assets12.43B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Oct 08, 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: 2.02T vs. HLEIX (12.4B). VTSMX pays higher dividends than HLEIX: VTSMX (1.04) vs HLEIX (0.99). 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 : 19.66 vs. VTSMX (18.34). HLEIX return over 5 years is better than : 102.78 vs. VTSMX (89.06).
| 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 | 15.584 | 14.389 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.02T | 1% |
| Annual Yield % from dividends | 0.99 | 1.04 | 95% |
| Returns for 1 year | 19.66 | 18.34 | 107% |
| Returns for 3 years | 91.55 | 82.05 | 112% |
| Returns for 5 years | 102.78 | 89.06 | 115% |
| Returns for 10 years | 185.22 | 231.08 | 80% |
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