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HEQFX vs VEMPX
HEQFX vs VEMPX Comparison
Open Charts HEQFX vs VEMPX
Monteagle Opportunity Equity I
Price$5.15
Change+$0.02 (+0.39%)
VolumeN/A
Net Assets15.96M
Vanguard Extended Market Index InstlPlus
Price$388.92
Change+$2.07 (+0.54%)
VolumeN/A
Net Assets81.53B
HEQFX vs VEMPX Comparison Chart in %
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HEQFX vs. VEMPX commentary
Sep 09, 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 HEQFX is a Buy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 81.5B vs. HEQFX (16M). VEMPX pays higher dividends than HEQFX: VEMPX (1.09) vs HEQFX (0.20). HEQFX was incepted earlier than VEMPX: HEQFX (27 years) vs VEMPX (15 years). HEQFX (1.78) is less costly to investors than VEMPX (0.04). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VEMPX (11.00). HEQFX has a lower initial minimum investment than VEMPX: HEQFX (2000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 20.38 vs. HEQFX (7.76). VEMPX return over 5 years is better than : 62.63 vs. HEQFX (-3.52).
| HEQFX | VEMPX | HEQFX / VEMPX | |
| Total Expense Ratio | 1.78 | 0.04 | 4,450% |
| Annual Report Gross Expense Ratio | 1.78 | 0.04 | 4,450% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 9.586 | 9.550 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 81.5B | 0% |
| Annual Yield % from dividends | 0.20 | 1.09 | 18% |
| Returns for 1 year | 7.76 | 20.38 | 38% |
| Returns for 3 years | -2.88 | 52.00 | -6% |
| Returns for 5 years | -3.52 | 62.63 | -6% |
| Returns for 10 years | -41.92 | 149.06 | -28% |
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