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HEQCX vs VMCPX
HEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPX
Monteagle Opportunity Equity Instl
Price$4.90
Change-$0.06 (-1.21%)
VolumeN/A
Net Assets14.35M
Vanguard Mid Cap Index InstitutionalPlus
Price$328.81
Change-$3.70 (-1.11%)
VolumeN/A
Net Assets175.23B
HEQCX vs VMCPX Comparison Chart
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HEQCX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. HEQCX (14.3M). HEQCX pays higher dividends than VMCPX: HEQCX (7.40) vs VMCPX (1.61). HEQCX was incepted earlier than VMCPX: HEQCX (14 years) vs VMCPX (14 years). HEQCX (1.31) is less costly to investors than VMCPX (0.03). HEQCX is a more actively managed with annual turnover of: 54.00 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 : 4.71 vs. HEQCX (4.04). VMCPX return over 5 years is better than : 69.40 vs. HEQCX (13.26).
| HEQCX | VMCPX | HEQCX / VMCPX | |
| Total Expense Ratio | 1.31 | 0.03 | 4,367% |
| Annual Report Gross Expense Ratio | 1.31 | 0.03 | 4,367% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -7.830 | -6.568 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 175B | 0% |
| Annual Yield % from dividends | 7.40 | 1.61 | 460% |
| Returns for 1 year | 4.04 | 4.71 | 86% |
| Returns for 3 years | -14.39 | 6.51 | -221% |
| Returns for 5 years | 13.26 | 69.40 | 19% |
| Returns for 10 years | -42.44 | 94.76 | -45% |
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