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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$94.24
Change+$0.80 (+0.86%)
VolumeN/A
Net Assets11.55B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. HLEIX (11.6B). VTSMX pays higher dividends than HLEIX: VTSMX (1.12) vs HLEIX (1.06). HLEIX was incepted earlier than VTSMX: HLEIX (34 years) vs VTSMX (33 years). HLEIX (0.38) is less costly to investors than VTSMX (0.14). HLEIX is a more actively managed with annual turnover of: 5.00 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 : 14.74 vs. VTSMX (13.89). HLEIX return over 5 years is better than : 108.36 vs. VTSMX (95.59).
| 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 | 33 years | - |
| Gain YTD | 7.397 | 6.421 | 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 | 1.12 | 95% |
| Returns for 1 year | 14.74 | 13.89 | 106% |
| Returns for 3 years | 69.33 | 62.08 | 112% |
| Returns for 5 years | 108.36 | 95.59 | 113% |
| Returns for 10 years | 158.21 | 198.05 | 80% |
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