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HLEIX vs VTSAX
HLEIX vs VTSAX Comparison
Open Charts HLEIX vs VTSAX
JPMorgan Equity Index I
Price$100.03
Change+$0.52 (+0.52%)
VolumeN/A
Net Assets12.29B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
HLEIX vs VTSAX Comparison Chart in %
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HLEIX vs. VTSAX commentary
Oct 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. HLEIX (12.3B). VTSAX pays higher dividends than HLEIX: VTSAX (1.13) vs HLEIX (0.99). 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 : 15.35 vs. VTSAX (13.81). HLEIX return over 5 years is better than : 98.35 vs. VTSAX (84.90).
| 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 | 14.293 | 13.023 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 2.02T | 1% |
| Annual Yield % from dividends | 0.99 | 1.13 | 87% |
| Returns for 1 year | 15.35 | 13.81 | 111% |
| Returns for 3 years | 85.27 | 76.08 | 112% |
| Returns for 5 years | 98.35 | 84.90 | 116% |
| Returns for 10 years | 179.80 | 225.85 | 80% |
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