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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
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.
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).
| 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 | 7.397 | 6.416 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.82T | 1% |
| Annual Yield % from dividends | 1.06 | 1.21 | 87% |
| Returns for 1 year | 14.74 | 13.89 | 106% |
| Returns for 3 years | 69.33 | 62.12 | 112% |
| Returns for 5 years | 108.36 | 95.62 | 113% |
| Returns for 10 years | 158.21 | 198.69 | 80% |
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