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HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$5.37
Change+$0.16 (+3.07%)
VolumeN/A
Net Assets15.1M
Vanguard Extended Market Index InstlPlus
Price$344.22
Change+$12.39 (+3.73%)
VolumeN/A
Net Assets100.64B
HEQCX vs VEMPX Comparison Chart
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HEQCX vs. VEMPX commentary
May 13, 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 HEQCX is a StrongBuy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. HEQCX (15.1M). HEQCX pays higher dividends than VEMPX: HEQCX (7.58) vs VEMPX (1.32). HEQCX was incepted earlier than VEMPX: HEQCX (14 years) vs VEMPX (14 years). HEQCX (1.31) is less costly to investors than VEMPX (0.04). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VEMPX (11.00). HEQCX has a lower initial minimum investment than VEMPX: HEQCX (1000000) vs VEMPX (100000000). HEQCX annual gain was more profitable for investors over the last year : 4.79 vs. VEMPX (4.15). VEMPX return over 5 years is better than : 78.19 vs. HEQCX (21.22).
| HEQCX | VEMPX | HEQCX / VEMPX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,275% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,275% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -3.184 | -6.591 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 101B | 0% |
| Annual Yield % from dividends | 7.58 | 1.32 | 573% |
| Returns for 1 year | 4.79 | 4.15 | 115% |
| Returns for 3 years | -4.98 | 27.07 | -18% |
| Returns for 5 years | 21.22 | 78.19 | 27% |
| Returns for 10 years | -40.31 | 98.74 | -41% |