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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$103.69
Change+$2.61 (+2.58%)
VolumeN/A
Net Assets12.84B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
HLEIX vs VTSMX Comparison Chart in %
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HLEIX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. HLEIX (12.8B). VTSMX pays higher dividends than HLEIX: VTSMX (1.00) vs HLEIX (0.94). 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 : 16.48 vs. VTSMX (14.79). HLEIX return over 5 years is better than : 84.78 vs. VTSMX (68.19).
| 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 | 1.131 | 1.373 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 2.06T | 1% |
| Annual Yield % from dividends | 0.94 | 1.00 | 94% |
| Returns for 1 year | 16.48 | 14.79 | 111% |
| Returns for 3 years | 73.24 | 63.99 | 114% |
| Returns for 5 years | 84.78 | 68.19 | 124% |
| Returns for 10 years | 271.48 | 270.18 | 100% |
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