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FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFX
Fidelity Extended Market Index
Price$100.80
Change-$1.59 (-1.55%)
VolumeN/A
Net Assets41.44B
Monteagle Opportunity Equity I
Price$5.05
Change-$0.03 (-0.59%)
VolumeN/A
Net Assets16.71M
FSMAX vs HEQFX Comparison Chart in %
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FSMAX vs. HEQFX commentary
Oct 23, 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: 41.4B vs. HEQFX (16.7M). 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 (15.00). 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 : 16.20 vs. HEQFX (2.03). FSMAX return over 5 years is better than : 51.63 vs. HEQFX (-7.89).
| 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 | 12.665 | 8.097 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 16.7M | 247,904% |
| Annual Yield % from dividends | 0.44 | 0.20 | 221% |
| Returns for 1 year | 16.20 | 2.03 | 798% |
| Returns for 3 years | 67.89 | -2.56 | -2,653% |
| Returns for 5 years | 51.63 | -7.89 | -654% |
| Returns for 10 years | 106.64 | -44.95 | -237% |
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