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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$89.88
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets11.16B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HLEIX vs VTSAX Comparison Chart
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HLEIX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HLEIX (11.2B). VTSAX pays higher dividends than HLEIX: VTSAX (1.28) vs HLEIX (1.09). HLEIX was incepted earlier than VTSAX: HLEIX (34 years) vs VTSAX (25 years). HLEIX (0.38) is less costly to investors than VTSAX (0.04). HLEIX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than HLEIX: VTSAX (3000) vs HLEIX (1000000). HLEIX annual gain was more profitable for investors over the last year : 11.28 vs. VTSAX (10.07). HLEIX return over 5 years is better than : 104.09 vs. VTSAX (91.40).
| HLEIX | VTSAX | HLEIX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 2.154 | 1.365 | 158% |
| 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 | 1.82T | 1% |
| Annual Yield % from dividends | 1.09 | 1.28 | 85% |
| Returns for 1 year | 11.28 | 10.07 | 112% |
| Returns for 3 years | 64.41 | 57.61 | 112% |
| Returns for 5 years | 104.09 | 91.40 | 114% |
| Returns for 10 years | 141.51 | 179.53 | 79% |
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