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FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFX
Fidelity Extended Market Index
Price$100.73
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets41.05B
Monteagle Opportunity Equity I
Price$5.11
Change-$0.01 (-0.20%)
VolumeN/A
Net Assets15.86M
FSMAX vs HEQFX Comparison Chart in %
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FSMAX vs. HEQFX commentary
Sep 17, 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 HEQFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. HEQFX (15.9M). FSMAX pays higher dividends than HEQFX: FSMAX (0.44) vs HEQFX (0.20). FSMAX was incepted earlier than HEQFX: FSMAX (14 years) vs HEQFX (27 years). HEQFX (1.78) is less costly to investors than FSMAX (0.04). HEQFX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than HEQFX: FSMAX (0) vs HEQFX (2000). FSMAX annual gain was more profitable for investors over the last year : 18.87 vs. HEQFX (4.30). FSMAX return over 5 years is better than : 60.22 vs. HEQFX (-3.55).
| FSMAX | HEQFX | FSMAX / HEQFX | |
| Total Expense Ratio | 0.04 | 1.78 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.78 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 10.926 | 8.948 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 15.9M | 257,862% |
| Annual Yield % from dividends | 0.44 | 0.20 | 223% |
| Returns for 1 year | 18.87 | 4.30 | 439% |
| Returns for 3 years | 57.27 | -2.90 | -1,977% |
| Returns for 5 years | 60.22 | -3.55 | -1,695% |
| Returns for 10 years | 103.30 | -41.82 | -247% |
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