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HEQCX vs VMCIX
HEQCX vs VMCIX Comparison
Open Charts HEQCX vs VMCIX
Monteagle Opportunity Equity Instl
Price$5.57
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets15.06M
Vanguard Mid Cap Index Institutional
Price$77.55
Change-$0.23 (-0.30%)
VolumeN/A
Net Assets196.76B
HEQCX vs VMCIX Comparison Chart in %
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HEQCX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. HEQCX (15.1M). HEQCX pays higher dividends than VMCIX: HEQCX (7.13) vs VMCIX (1.50). HEQCX was incepted earlier than VMCIX: HEQCX (14 years) vs VMCIX (27 years). HEQCX (1.31) is less costly to investors than VMCIX (0.04). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VMCIX (16.00). HEQCX has a lower initial minimum investment than VMCIX: HEQCX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 16.36 vs. HEQCX (12.83). VMCIX return over 5 years is better than : 61.65 vs. HEQCX (6.03).
| HEQCX | VMCIX | HEQCX / VMCIX | |
| Total Expense Ratio | 1.31 | 0.04 | 3,275% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,275% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 3.863 | 7.463 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 197B | 0% |
| Annual Yield % from dividends | 7.13 | 1.50 | 476% |
| Returns for 1 year | 12.83 | 16.36 | 78% |
| Returns for 3 years | -0.69 | 31.51 | -2% |
| Returns for 5 years | 6.03 | 61.65 | 10% |
| Returns for 10 years | -35.59 | 125.95 | -28% |
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