HEQCX
Price
$5.33
Change
-$0.01 (-0.19%)
Updated
Jun 20 closing price
Net Assets
14.46M
VEMPX
Price
$349.67
Change
-$0.65 (-0.19%)
Updated
Jun 20 closing price
Net Assets
107.69B
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HEQCX vs VEMPX

Header iconHEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPXBanner chart's image
Monteagle Opportunity Equity Instl
Price$5.33
Change-$0.01 (-0.19%)
VolumeN/A
Net Assets14.46M
Vanguard Extended Market Index InstlPlus
Price$349.67
Change-$0.65 (-0.19%)
VolumeN/A
Net Assets107.69B
HEQCX vs VEMPX Comparison Chart in %
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HEQCX vs. VEMPX commentary
Jun 22, 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 Hold and VEMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. HEQCX (14.5M). HEQCX pays higher dividends than VEMPX: HEQCX (7.30) vs VEMPX (1.23). 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). VEMPX annual gain was more profitable for investors over the last year : 11.93 vs. HEQCX (10.09). VEMPX return over 5 years is better than : 60.52 vs. HEQCX (9.59).
HEQCXVEMPXHEQCX / VEMPX
Total Expense Ratio1.310.043,275%
Annual Report Gross Expense Ratio1.310.043,275%
Fund Existence14 years14 years-
Gain YTD-0.954-1.57061%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets14.5M108B0%
Annual Yield % from dividends7.301.23592%
Returns for 1 year10.0911.9385%
Returns for 3 years2.3244.155%
Returns for 5 years9.5960.5216%
Returns for 10 years-39.24104.30-38%
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