HEQCX
Price
$5.43
Change
+$0.05 (+0.93%)
Updated
Jun 24 closing price
Net Assets
14.52M
VSEMX
Price
$233.07
Change
+$3.40 (+1.48%)
Updated
Jun 24 closing price
Net Assets
107.69B
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HEQCX vs VSEMX

Header iconHEQCX vs VSEMX Comparison
Open Charts HEQCX vs VSEMXBanner chart's image
Monteagle Opportunity Equity Instl
Price$5.43
Change+$0.05 (+0.93%)
VolumeN/A
Net Assets14.52M
Vanguard Extended Market Index Instl Sel
Price$233.07
Change+$3.40 (+1.48%)
VolumeN/A
Net Assets107.69B
HEQCX vs VSEMX Comparison Chart in %
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HEQCX vs. VSEMX commentary
Jun 25, 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.

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FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. HEQCX (14.5M). HEQCX pays higher dividends than VSEMX: HEQCX (7.30) vs VSEMX (1.24). 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). VSEMX annual gain was more profitable for investors over the last year : 12.17 vs. HEQCX (10.48). VSEMX return over 5 years is better than : 63.26 vs. HEQCX (12.72).
HEQCXVSEMXHEQCX / VSEMX
Total Expense Ratio1.310.026,550%
Annual Report Gross Expense Ratio1.310.026,550%
Fund Existence14 years9 years-
Gain YTD-0.025-0.7353%
Front LoadN/AN/A-
Min. Initial Investment100000030000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets14.5M108B0%
Annual Yield % from dividends7.301.24587%
Returns for 1 year10.4812.1786%
Returns for 3 years-0.0538.64-0%
Returns for 5 years12.7263.2620%
Returns for 10 years-38.12N/A-
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