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HEQCX vs VEMPX
HEQCX vs VEMPX Comparison
Open Charts HEQCX vs VEMPX
Monteagle Opportunity Equity Instl
Price$4.90
Change-$0.06 (-1.21%)
VolumeN/A
Net Assets14.35M
Vanguard Extended Market Index InstlPlus
Price$300.86
Change-$3.56 (-1.17%)
VolumeN/A
Net Assets101.44B
HEQCX vs VEMPX Comparison Chart
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HEQCX vs. VEMPX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. HEQCX (14.3M). HEQCX pays higher dividends than VEMPX: HEQCX (7.40) vs VEMPX (1.31). 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 : 4.04 vs. VEMPX (-0.36). VEMPX return over 5 years is better than : 66.25 vs. HEQCX (13.26).
| 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 | -7.830 | -14.307 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 101B | 0% |
| Annual Yield % from dividends | 7.40 | 1.31 | 564% |
| Returns for 1 year | 4.04 | -0.36 | -1,116% |
| Returns for 3 years | -14.39 | 2.42 | -594% |
| Returns for 5 years | 13.26 | 66.25 | 20% |
| Returns for 10 years | -42.44 | 82.60 | -51% |
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