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HEQCX vs VMCPX
HEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPX
Monteagle Opportunity Equity Instl
Price$5.68
Change-$0.05 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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HEQCX vs VMCPX Comparison Chart
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HEQCX vs. VMCPX commentary
Sep 21, 2024
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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. HEQCX (16.7M). VMCPX pays higher dividends than HEQCX: VMCPX (1.51) vs HEQCX (0.74). HEQCX was incepted earlier than VMCPX: HEQCX (13 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 : 25.17 vs. HEQCX (-3.55). VMCPX return over 5 years is better than : 56.93 vs. HEQCX (-3.59).
| HEQCX | VMCPX | HEQCX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.377 | 12.593 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 172B | 0% |
| Annual Yield % from dividends | 0.74 | 1.51 | 49% |
| Returns for 1 year | -3.55 | 25.17 | -14% |
| Returns for 3 years | -22.32 | 9.85 | -227% |
| Returns for 5 years | -3.59 | 56.93 | -6% |
| Returns for 10 years | -59.49 | 128.75 | -46% |