Ad is loading...
HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$5.68
Change-$0.05 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$340.02
Change-$2.46 (-0.72%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HEQCX vs VEMPX Comparison Chart
Loading...
HEQCX vs. VEMPX commentary
Sep 21, 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 HEQCX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 107B vs. HEQCX (16.7M). VEMPX pays higher dividends than HEQCX: VEMPX (1.22) vs HEQCX (0.74). HEQCX was incepted earlier than VEMPX: HEQCX (13 years) vs VEMPX (14 years). HEQCX is a more actively managed with annual turnover of: 80.00 vs. VEMPX (11.00). HEQCX has a lower initial minimum investment than VEMPX: HEQCX (1000000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 27.58 vs. HEQCX (-3.55). VEMPX return over 5 years is better than : 55.74 vs. HEQCX (-3.59).
| HEQCX | VEMPX | HEQCX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.377 | 10.687 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 107B | 0% |
| Annual Yield % from dividends | 0.74 | 1.22 | 61% |
| Returns for 1 year | -3.55 | 27.58 | -13% |
| Returns for 3 years | -22.32 | -0.66 | 3,403% |
| Returns for 5 years | -3.59 | 55.74 | -6% |
| Returns for 10 years | -59.49 | 125.70 | -47% |
View a ticker or compare two or three
VS
VS
Ad is loading...