HLEIX
Price
$94.24
Change
+$0.80 (+0.86%)
Updated
Jul 3 closing price
Net Assets
11.55B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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HLEIX vs VTSAX

Header iconHLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAXBanner chart's image
JPMorgan Equity Index I
Price$94.24
Change+$0.80 (+0.86%)
VolumeN/A
Net Assets11.55B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HLEIX vs VTSAX Comparison Chart in %
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HLEIX vs. VTSAX commentary
Jul 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HLEIX (11.6B). VTSAX pays higher dividends than HLEIX: VTSAX (1.21) vs HLEIX (1.06). 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 : 14.74 vs. VTSAX (13.89). HLEIX return over 5 years is better than : 108.36 vs. VTSAX (95.62).
HLEIXVTSAXHLEIX / VTSAX
Total Expense Ratio0.200.04500%
Annual Report Gross Expense Ratio0.380.04950%
Fund Existence34 years25 years-
Gain YTD7.3976.416115%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets11.6B1.82T1%
Annual Yield % from dividends1.061.2187%
Returns for 1 year14.7413.89106%
Returns for 3 years69.3362.12112%
Returns for 5 years108.3695.62113%
Returns for 10 years158.21198.6980%
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