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HLEIX vs VTSMX
HLEIX vs VTSMX Comparison
Open Charts HLEIX vs VTSMX
JPMorgan Equity Index I
Price$89.88
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets11.16B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HLEIX vs VTSMX Comparison Chart
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HLEIX vs. VTSMX commentary
Jun 16, 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 (11.2B). VTSMX pays higher dividends than HLEIX: VTSMX (1.18) vs HLEIX (1.09). 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 : 11.28 vs. VTSMX (10.06). HLEIX return over 5 years is better than : 104.09 vs. VTSMX (91.36).
| 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 | 2.154 | 1.349 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.09 | 1.18 | 92% |
| Returns for 1 year | 11.28 | 10.06 | 112% |
| Returns for 3 years | 64.41 | 57.59 | 112% |
| Returns for 5 years | 104.09 | 91.36 | 114% |
| Returns for 10 years | 141.51 | 178.92 | 79% |
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