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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$101.18
Change-$1.70 (-1.65%)
VolumeN/A
Net Assets12.41B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. HLEIX (12.4B). VTSMX pays higher dividends than HLEIX: VTSMX (1.02) vs HLEIX (0.97). HLEIX was incepted earlier than VTSMX: HLEIX (34 years) vs VTSMX (34 years). HLEIX (0.38) 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 : 15.75 vs. VTSMX (13.42). HLEIX return over 5 years is better than : 98.02 vs. VTSMX (83.98).
| HLEIX | VTSMX | HLEIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 17.549 | 15.972 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.05T | 1% |
| Annual Yield % from dividends | 0.97 | 1.02 | 95% |
| Returns for 1 year | 15.75 | 13.42 | 117% |
| Returns for 3 years | 77.40 | 68.22 | 113% |
| Returns for 5 years | 98.02 | 83.98 | 117% |
| Returns for 10 years | 188.42 | 235.40 | 80% |
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