Interact to see
Advertisement
Advertisement
FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$102.11
Change-$0.61 (-0.59%)
VolumeN/A
Net Assets41.44B
Monteagle Opportunity Equity Instl
Price$5.78
Change-$0.05 (-0.86%)
VolumeN/A
Net Assets17.13M
FSMAX vs HEQCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HEQCX commentary
Oct 10, 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: 41.4B vs. HEQCX (17.1M). HEQCX pays higher dividends than FSMAX: HEQCX (6.69) vs FSMAX (0.44). 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 : 18.49 vs. HEQCX (10.86). FSMAX return over 5 years is better than : 51.92 vs. HEQCX (7.59).
| 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 | 13.028 | 8.711 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 17.1M | 242,105% |
| Annual Yield % from dividends | 0.44 | 6.69 | 7% |
| Returns for 1 year | 18.49 | 10.86 | 170% |
| Returns for 3 years | 71.83 | 13.35 | 538% |
| Returns for 5 years | 51.92 | 7.59 | 684% |
| Returns for 10 years | 107.57 | -31.15 | -345% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NFTY | 57.83 | 0.45 | +0.78% |
| First Trust India NIFTY 50 Equal Wtd ETF | |||
| NFEB | 27.34 | N/A | N/A |
| Innovator Growth-100 Pwr Buffr ETF - Feb | |||
| KNCT | 130.46 | -0.64 | -0.49% |
| Invesco Next Gen Connectivity ETF | |||
| BBEM | 64.07 | -0.55 | -0.85% |
| JPMorgan BetaBuilders Emerging Mkt EqETF | |||
| SDY | 139.06 | -1.34 | -0.95% |
| SPDR® S&P Dividend ETF | |||