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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
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HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Jul 14, 2026
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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. HLEIX (14B). VTSMX pays higher dividends than HLEIX: VTSMX (0.99) vs HLEIX (0.90). HLEIX was incepted earlier than VTSMX: HLEIX (35 years) vs VTSMX (34 years). HLEIX (0.37) is less costly to investors than VTSMX (0.06). HLEIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than HLEIX: VTSMX (0) vs HLEIX (1000000). HLEIX (22.03) and VTSMX (21.46) have marching annual gain over last year. HLEIX return over 5 years is better than : 78.83 vs. VTSMX (66.43).
| HLEIX | VTSMX | HLEIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.06 | 333% |
| Annual Report Gross Expense Ratio | 0.37 | 0.06 | 617% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 11.235 | 11.201 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.3T | 1% |
| Annual Yield % from dividends | 0.90 | 0.99 | 91% |
| Returns for 1 year | 22.03 | 21.46 | 103% |
| Returns for 3 years | 73.71 | 66.96 | 110% |
| Returns for 5 years | 78.83 | 66.43 | 119% |
| Returns for 10 years | 252.11 | 249.71 | 101% |
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