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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
Monteagle Opportunity Equity Instl
Price$5.32
Change-$0.01 (-0.19%)
VolumeN/A
Net Assets14.49M
FSMAX vs HEQCX Comparison Chart
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FSMAX vs. HEQCX commentary
Jun 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 FSMAX is a StrongBuy and HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. HEQCX (14.5M). HEQCX pays higher dividends than FSMAX: HEQCX (7.30) vs FSMAX (0.50). 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 : 11.51 vs. HEQCX (8.22). FSMAX return over 5 years is better than : 51.40 vs. HEQCX (2.66).
| 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 | -1.540 | -0.954 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 14.5M | 259,310% |
| Annual Yield % from dividends | 0.50 | 7.30 | 7% |
| Returns for 1 year | 11.51 | 8.22 | 140% |
| Returns for 3 years | 32.40 | -6.68 | -485% |
| Returns for 5 years | 51.40 | 2.66 | 1,933% |
| Returns for 10 years | 69.19 | -37.40 | -185% |
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