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HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$5.60
Change-$0.18 (-3.11%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$357.55
Change-$16.46 (-4.40%)
VolumeN/A
CapitalizationN/A
HEQCX vs VEMPX Comparison Chart
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HEQCX vs. VEMPX 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 HEQCX is a Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 120B vs. HEQCX (16.6M). VEMPX pays higher dividends than HEQCX: VEMPX (1.22) vs HEQCX (0.74). HEQCX was incepted earlier than VEMPX: HEQCX (14 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 : 23.67 vs. HEQCX (-10.09). VEMPX return over 5 years is better than : 61.03 vs. HEQCX (-0.70).
| HEQCX | VEMPX | HEQCX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 11.439 | 21.830 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6M | 120B | 0% |
| Annual Yield % from dividends | 0.74 | 1.22 | 61% |
| Returns for 1 year | -10.09 | 23.67 | -43% |
| Returns for 3 years | -24.79 | 12.82 | -193% |
| Returns for 5 years | -0.70 | 61.03 | -1% |
| Returns for 10 years | -37.78 | 137.24 | -28% |
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