FSMAX
Price
$82.81
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
HEQFX
Price
$4.77
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions FSMAX vs HEQFX

Header iconFSMAX vs HEQFX Comparison
Open Charts FSMAX vs HEQFXBanner chart's image
Fidelity Extended Market Index
Price$82.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity I
Price$4.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs HEQFX Comparison Chart

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VS
FSMAX vs. HEQFX commentary
Apr 15, 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: 39.8B vs. HEQFX (17.1M). 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 (1.70) is less costly to investors than FSMAX (0.04). 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 : 25.61 vs. HEQFX (-10.47). FSMAX return over 5 years is better than : 39.19 vs. HEQFX (-13.72).
FSMAXHEQFXFSMAX / HEQFX
Total Expense Ratio0.041.702%
Annual Report Gross Expense Ratio0.041.702%
Fund Existence13 years26 years-
Gain YTD6.0854.159146%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/A1000-
Net Assets39.8B17.1M232,749%
Annual Yield % from dividends1.100.57194%
Returns for 1 year25.61-10.47-245%
Returns for 3 years-6.28-31.6820%
Returns for 5 years39.19-13.72-286%
Returns for 10 years67.36-64.76-104%
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