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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$88.29
Change+$3.18 (+3.74%)
VolumeN/A
Net Assets36.02B
Monteagle Opportunity Equity Instl
Price$5.37
Change+$0.16 (+3.07%)
VolumeN/A
Net Assets15.1M
FSMAX vs HEQCX Comparison Chart
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FSMAX vs. HEQCX commentary
May 13, 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 FSMAX is a StrongBuy and HEQCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. HEQCX (15.1M). HEQCX pays higher dividends than FSMAX: HEQCX (7.58) vs FSMAX (0.54). FSMAX was incepted earlier than HEQCX: FSMAX (14 years) vs HEQCX (14 years). HEQCX (1.31) is less costly to investors than FSMAX (0.04). HEQCX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than HEQCX: FSMAX (0) vs HEQCX (1000000). FSMAX annual gain was more profitable for investors over the last year : 5.19 vs. HEQCX (4.79). FSMAX return over 5 years is better than : 74.45 vs. HEQCX (21.22).
| FSMAX | HEQCX | FSMAX / HEQCX | |
| Total Expense Ratio | 0.04 | 1.31 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.31 | 3% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -6.349 | -3.184 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 15.1M | 238,411% |
| Annual Yield % from dividends | 0.54 | 7.58 | 7% |
| Returns for 1 year | 5.19 | 4.79 | 108% |
| Returns for 3 years | 31.19 | -4.98 | -626% |
| Returns for 5 years | 74.45 | 21.22 | 351% |
| Returns for 10 years | 60.65 | -40.31 | -150% |
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