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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$77.16
Change-$0.91 (-1.17%)
VolumeN/A
Net Assets36.55B
Monteagle Opportunity Equity Instl
Price$4.90
Change-$0.06 (-1.21%)
VolumeN/A
Net Assets14.35M
FSMAX vs HEQCX Comparison Chart
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FSMAX vs. HEQCX commentary
Apr 18, 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 Buy and HEQCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. HEQCX (14.3M). HEQCX pays higher dividends than FSMAX: HEQCX (7.40) vs FSMAX (0.53). 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). HEQCX annual gain was more profitable for investors over the last year : 4.04 vs. FSMAX (0.63). FSMAX return over 5 years is better than : 62.75 vs. HEQCX (13.26).
| 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 | -14.096 | -7.830 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 14.3M | 255,245% |
| Annual Yield % from dividends | 0.53 | 7.40 | 7% |
| Returns for 1 year | 0.63 | 4.04 | 15% |
| Returns for 3 years | 5.72 | -14.39 | -40% |
| Returns for 5 years | 62.75 | 13.26 | 473% |
| Returns for 10 years | 47.59 | -42.44 | -112% |
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