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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$102.64
Change+$0.25 (+0.24%)
VolumeN/A
Net Assets12.63B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
HLEIX vs VTSAX Comparison Chart in %
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HLEIX vs. VTSAX commentary
Dec 04, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. HLEIX (12.6B). VTSAX pays higher dividends than HLEIX: VTSAX (1.11) vs HLEIX (0.97). 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: 12.00 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 : 13.89 vs. VTSAX (11.45). HLEIX return over 5 years is better than : 92.49 vs. VTSAX (77.21).
| 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 | 16.989 | 15.513 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 2.05T | 1% |
| Annual Yield % from dividends | 0.97 | 1.11 | 87% |
| Returns for 1 year | 13.89 | 11.45 | 121% |
| Returns for 3 years | 72.86 | 64.46 | 113% |
| Returns for 5 years | 92.49 | 77.21 | 120% |
| Returns for 10 years | 177.24 | 223.73 | 79% |
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