Ad is loading...
FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFX
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity I
Price$4.91
Change-$0.17 (-3.35%)
VolumeN/A
CapitalizationN/A
FSMAX vs HEQFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. HEQFX commentary
Dec 19, 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 Hold and HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. HEQFX (16.6M). FSMAX pays higher dividends than HEQFX: FSMAX (1.10) vs HEQFX (0.57). FSMAX was incepted earlier than HEQFX: FSMAX (13 years) vs HEQFX (27 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 : 24.85 vs. HEQFX (-12.91). FSMAX return over 5 years is better than : 54.67 vs. HEQFX (-7.88).
| FSMAX | HEQFX | FSMAX / HEQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 22.662 | 11.013 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 16.6M | 268,072% |
| Annual Yield % from dividends | 1.10 | 0.57 | 194% |
| Returns for 1 year | 24.85 | -12.91 | -193% |
| Returns for 3 years | 15.90 | -29.59 | -54% |
| Returns for 5 years | 54.67 | -7.88 | -693% |
| Returns for 10 years | 88.57 | -45.75 | -194% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWAAX | 38.19 | -0.23 | -0.60% |
| Hotchkis & Wiley Value Opps A | |||
| GVCAX | 10.85 | -0.10 | -0.91% |
| Gabelli Value 25 AAA | |||
| VLMIX | 36.30 | -0.35 | -0.95% |
| Value Line Mid Cap Focused Institutional | |||
| WCPIX | 49.74 | -0.57 | -1.13% |
| Communication Services UltraSectorProInv | |||
| VSEQX | 41.69 | -0.53 | -1.26% |
| Vanguard Strategic Equity Inv | |||