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FSMAX vs HEQFX
FSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Monteagle Opportunity Equity I
Price$4.90
Change+$0.03 (+0.62%)
VolumeN/A
Net Assets15.19M
FSMAX vs HEQFX Comparison Chart in %
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FSMAX vs. HEQFX commentary
Jul 05, 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 StrongBuy and HEQFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. HEQFX (15.2M). FSMAX pays higher dividends than HEQFX: FSMAX (0.47) vs HEQFX (0.21). 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 : 18.61 vs. HEQFX (7.46). FSMAX return over 5 years is better than : 64.88 vs. HEQFX (-0.70).
| 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 | 4.632 | 4.267 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 15.2M | 257,895% |
| Annual Yield % from dividends | 0.47 | 0.21 | 224% |
| Returns for 1 year | 18.61 | 7.46 | 249% |
| Returns for 3 years | 54.62 | -6.37 | -858% |
| Returns for 5 years | 64.88 | -0.70 | -9,326% |
| Returns for 10 years | 81.19 | -46.74 | -174% |
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