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FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity I
Price$5.12
Change-$0.05 (-0.97%)
VolumeN/A
CapitalizationN/A
FSMAX vs HEQFX Comparison Chart
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FSMAX vs. HEQFX commentary
Nov 18, 2024
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 StrongSell and HEQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. HEQFX (16.9M). FSMAX pays higher dividends than HEQFX: FSMAX (1.10) vs HEQFX (0.57). FSMAX was incepted earlier than HEQFX: FSMAX (13 years) vs HEQFX (26 years). HEQFX is a more actively managed with annual turnover of: 80.00 vs. FSMAX (18.00). 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 : 35.21 vs. HEQFX (-4.21). FSMAX return over 5 years is better than : 51.19 vs. HEQFX (-11.65).
| FSMAX | HEQFX | FSMAX / HEQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 18.499 | 11.888 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 16.9M | 236,686% |
| Annual Yield % from dividends | 1.10 | 0.57 | 194% |
| Returns for 1 year | 35.21 | -4.21 | -836% |
| Returns for 3 years | -0.08 | -31.21 | 0% |
| Returns for 5 years | 51.19 | -11.65 | -439% |
| Returns for 10 years | 81.58 | -65.29 | -125% |
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