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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$103.81
Change+$0.33 (+0.32%)
VolumeN/A
Net Assets12.88B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Dec 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. HLEIX (12.9B). VTSMX pays higher dividends than HLEIX: VTSMX (1.02) vs HLEIX (0.97). HLEIX was incepted earlier than VTSMX: HLEIX (35 years) vs VTSMX (34 years). HLEIX (0.37) is less costly to investors than VTSMX (0.14). HLEIX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than HLEIX: VTSMX (3000) vs HLEIX (1000000). HLEIX annual gain was more profitable for investors over the last year : 15.53 vs. VTSMX (14.42). HLEIX return over 5 years is better than : 93.12 vs. VTSMX (76.81).
| HLEIX | VTSMX | HLEIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.37 | 0.14 | 264% |
| Fund Existence | 35 years | 34 years | - |
| Gain YTD | 18.612 | 17.377 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.06T | 1% |
| Annual Yield % from dividends | 0.97 | 1.02 | 95% |
| Returns for 1 year | 15.53 | 14.42 | 108% |
| Returns for 3 years | 86.30 | 78.00 | 111% |
| Returns for 5 years | 93.12 | 76.81 | 121% |
| Returns for 10 years | 239.07 | 234.96 | 102% |
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