Interact to see
Advertisement
Advertisement
HEQCX vs VIMSX
HEQCX vs VIMSX Comparison
Open Charts HEQCX vs VIMSX
Monteagle Opportunity Equity Instl
Price$5.57
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets15.06M
Vanguard Mid Cap Index Investor
Price$77.39
Change-$0.23 (-0.30%)
VolumeN/A
Net Assets196.76B
HEQCX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQCX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. HEQCX (15.1M). HEQCX pays higher dividends than VIMSX: HEQCX (7.13) vs VIMSX (1.37). HEQCX was incepted earlier than VIMSX: HEQCX (14 years) vs VIMSX (27 years). HEQCX (1.31) is less costly to investors than VIMSX (0.17). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than HEQCX: VIMSX (3000) vs HEQCX (1000000). VIMSX annual gain was more profitable for investors over the last year : 16.34 vs. HEQCX (12.83). VIMSX return over 5 years is better than : 61.50 vs. HEQCX (6.03).
| HEQCX | VIMSX | HEQCX / VIMSX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 3.863 | 7.444 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 197B | 0% |
| Annual Yield % from dividends | 7.13 | 1.37 | 519% |
| Returns for 1 year | 12.83 | 16.34 | 78% |
| Returns for 3 years | -0.69 | 31.46 | -2% |
| Returns for 5 years | 6.03 | 61.50 | 10% |
| Returns for 10 years | -35.59 | 125.82 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement