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HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$5.54
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets16.41M
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$2.48 (+0.68%)
VolumeN/A
Net Assets111.13B
HEQCX vs VEMPX Comparison Chart
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HEQCX vs. VEMPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 111B vs. HEQCX (16.4M). 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 : 24.95 vs. HEQCX (17.08). VEMPX return over 5 years is better than : 54.69 vs. HEQCX (0.10).
| 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 | 2.783 | 3.988 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 111B | 0% |
| Annual Yield % from dividends | 0.74 | 1.22 | 61% |
| Returns for 1 year | 17.08 | 24.95 | 68% |
| Returns for 3 years | -6.48 | 18.29 | -35% |
| Returns for 5 years | 0.10 | 54.69 | 0% |
| Returns for 10 years | -35.04 | 138.78 | -25% |