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HEQCX vs VMCPX
HEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPX
Monteagle Opportunity Equity Instl
Price$5.63
Change+$0.07 (+1.26%)
VolumeN/A
Net Assets16.49M
Vanguard Mid Cap Index InstitutionalPlus
Price$374.61
Change+$4.66 (+1.26%)
VolumeN/A
Net Assets176.87B
HEQCX vs VMCPX Comparison Chart
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HEQCX vs. VMCPX commentary
Jan 31, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. HEQCX (16.5M). VMCPX pays higher dividends than HEQCX: VMCPX (1.51) vs HEQCX (0.74). HEQCX was incepted earlier than VMCPX: HEQCX (14 years) vs VMCPX (14 years). HEQCX is a more actively managed with annual turnover of: 80.00 vs. VMCPX (13.00). HEQCX has a lower initial minimum investment than VMCPX: HEQCX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 19.98 vs. HEQCX (16.36). VMCPX return over 5 years is better than : 55.98 vs. HEQCX (5.07).
| HEQCX | VMCPX | HEQCX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.154 | 3.886 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 177B | 0% |
| Annual Yield % from dividends | 0.74 | 1.51 | 49% |
| Returns for 1 year | 16.36 | 19.98 | 82% |
| Returns for 3 years | -4.07 | 17.56 | -23% |
| Returns for 5 years | 5.07 | 55.98 | 9% |
| Returns for 10 years | -34.80 | 128.87 | -27% |
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