Interact to see
Advertisement
Advertisement
HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$5.57
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets15.06M
Vanguard Extended Market Index InstlPlus
Price$368.04
Change-$0.83 (-0.23%)
VolumeN/A
Net Assets78.9B
HEQCX vs VEMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQCX vs. VEMPX commentary
Aug 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. HEQCX (15.1M). HEQCX pays higher dividends than VEMPX: HEQCX (7.13) vs VEMPX (1.13). HEQCX was incepted earlier than VEMPX: HEQCX (14 years) vs VEMPX (15 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 : 17.10 vs. HEQCX (12.83). VEMPX return over 5 years is better than : 54.18 vs. HEQCX (6.03).
| 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 | 15 years | - |
| Gain YTD | 3.863 | 3.669 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 78.9B | 0% |
| Annual Yield % from dividends | 7.13 | 1.13 | 629% |
| Returns for 1 year | 12.83 | 17.10 | 75% |
| Returns for 3 years | -0.69 | 35.07 | -2% |
| Returns for 5 years | 6.03 | 54.18 | 11% |
| Returns for 10 years | -35.59 | 125.60 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement