Interact to see
Advertisement
Advertisement
HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$103.79
Change-$0.55 (-0.53%)
VolumeN/A
Net Assets12.76B
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
HLEIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLEIX vs. VTSAX commentary
Jan 15, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. HLEIX (12.8B). VTSAX pays higher dividends than HLEIX: VTSAX (1.11) vs HLEIX (0.96). HLEIX was incepted earlier than VTSAX: HLEIX (35 years) vs VTSAX (25 years). HLEIX (0.37) 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 : 19.65 vs. VTSAX (18.30). HLEIX return over 5 years is better than : 90.12 vs. VTSAX (73.66).
| HLEIX | VTSAX | HLEIX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.37 | 0.04 | 925% |
| Fund Existence | 35 years | 25 years | - |
| Gain YTD | 1.229 | 1.685 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 2.06T | 1% |
| Annual Yield % from dividends | 0.96 | 1.11 | 86% |
| Returns for 1 year | 19.65 | 18.30 | 107% |
| Returns for 3 years | 79.45 | 70.93 | 112% |
| Returns for 5 years | 90.12 | 73.66 | 122% |
| Returns for 10 years | 272.19 | 271.16 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers