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HEQCX vs VMCPX
HEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPX
Monteagle Opportunity Equity Instl
Price$5.37
Change+$0.16 (+3.07%)
VolumeN/A
Net Assets15.1M
Vanguard Mid Cap Index InstitutionalPlus
Price$363.16
Change+$8.82 (+2.49%)
VolumeN/A
Net Assets175.12B
HEQCX vs VMCPX Comparison Chart
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HEQCX vs. VMCPX commentary
May 13, 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: 175B vs. HEQCX (15.1M). HEQCX pays higher dividends than VMCPX: HEQCX (7.58) vs VMCPX (1.62). 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 (16.00). 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 : 7.12 vs. HEQCX (4.79). VMCPX return over 5 years is better than : 83.18 vs. HEQCX (21.22).
| 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 | -3.184 | -0.434 | 734% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 175B | 0% |
| Annual Yield % from dividends | 7.58 | 1.62 | 466% |
| Returns for 1 year | 4.79 | 7.12 | 67% |
| Returns for 3 years | -4.98 | 24.73 | -20% |
| Returns for 5 years | 21.22 | 83.18 | 26% |
| Returns for 10 years | -40.31 | 105.56 | -38% |
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