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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Monteagle Opportunity Equity Instl
Price$5.32
Change-$0.01 (-0.19%)
VolumeN/A
Net Assets14.49M
FSMDX vs HEQCX Comparison Chart
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FSMDX vs. HEQCX commentary
Jun 07, 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 FSMDX is a Buy and HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. HEQCX (14.5M). HEQCX pays higher dividends than FSMDX: HEQCX (7.30) vs FSMDX (1.14). FSMDX was incepted earlier than HEQCX: FSMDX (14 years) vs HEQCX (14 years). HEQCX (1.31) is less costly to investors than FSMDX (0.03). HEQCX is a more actively managed with annual turnover of: 54.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than HEQCX: FSMDX (0) vs HEQCX (1000000). FSMDX annual gain was more profitable for investors over the last year : 10.27 vs. HEQCX (8.22). FSMDX return over 5 years is better than : 63.08 vs. HEQCX (2.66).
| FSMDX | HEQCX | FSMDX / HEQCX | |
| Total Expense Ratio | 0.03 | 1.31 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.31 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.866 | -0.954 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 14.5M | 278,621% |
| Annual Yield % from dividends | 1.14 | 7.30 | 16% |
| Returns for 1 year | 10.27 | 8.22 | 125% |
| Returns for 3 years | 28.17 | -6.68 | -422% |
| Returns for 5 years | 63.08 | 2.66 | 2,373% |
| Returns for 10 years | 111.08 | -37.40 | -297% |
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