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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
Monteagle Opportunity Equity Instl
Price$5.52
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets14.9M
FSMAX vs HEQCX Comparison Chart in %
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FSMAX vs. HEQCX commentary
Jul 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 Hold and HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. HEQCX (14.9M). HEQCX pays higher dividends than FSMAX: HEQCX (7.25) vs FSMAX (0.47). 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 : 8.54 vs. HEQCX (6.79). FSMAX return over 5 years is better than : 56.52 vs. HEQCX (9.80).
| 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 | 3.070 | 2.558 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 14.9M | 263,087% |
| Annual Yield % from dividends | 0.47 | 7.25 | 7% |
| Returns for 1 year | 8.54 | 6.79 | 126% |
| Returns for 3 years | 51.26 | 4.53 | 1,131% |
| Returns for 5 years | 56.52 | 9.80 | 577% |
| Returns for 10 years | 76.23 | -36.96 | -206% |
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