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HEQCX vs VSEMX
HEQCX vs VSEMX Comparison
Open Charts HEQCX vs VSEMX
Monteagle Opportunity Equity Instl
Price$5.21
Change+$0.10 (+1.96%)
VolumeN/A
Net Assets15.11M
Vanguard Extended Market Index Instl Sel
Price$214.43
Change+$4.65 (+2.22%)
VolumeN/A
Net Assets101.44B
HEQCX vs VSEMX Comparison Chart
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HEQCX vs. VSEMX commentary
May 05, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. HEQCX (15.1M). HEQCX pays higher dividends than VSEMX: HEQCX (7.58) vs VSEMX (1.33). HEQCX was incepted earlier than VSEMX: HEQCX (14 years) vs VSEMX (9 years). HEQCX (1.31) is less costly to investors than VSEMX (0.02). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VSEMX (11.00). HEQCX has a lower initial minimum investment than VSEMX: HEQCX (1000000) vs VSEMX (3000000000). HEQCX annual gain was more profitable for investors over the last year : 7.20 vs. VSEMX (5.54). VSEMX return over 5 years is better than : 76.62 vs. HEQCX (17.75).
| HEQCX | VSEMX | HEQCX / VSEMX | |
| Total Expense Ratio | 1.31 | 0.02 | 6,550% |
| Annual Report Gross Expense Ratio | 1.31 | 0.02 | 6,550% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -3.184 | -7.321 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 101B | 0% |
| Annual Yield % from dividends | 7.58 | 1.33 | 568% |
| Returns for 1 year | 7.20 | 5.54 | 130% |
| Returns for 3 years | -6.84 | 17.95 | -38% |
| Returns for 5 years | 17.75 | 76.62 | 23% |
| Returns for 10 years | -39.36 | N/A | - |
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