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HEQFX vs VEXAX
HEQFX vs VEXAX Comparison
Open Charts HEQFX vs VEXAX
Monteagle Opportunity Equity I
Price$5.02
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets16.5M
Vanguard Extended Market Index Admiral
Price$158.31
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
HEQFX vs VEXAX Comparison Chart in %
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HEQFX vs. VEXAX commentary
Oct 19, 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.7B vs. HEQFX (16.5M). VEXAX pays higher dividends than HEQFX: VEXAX (1.10) vs HEQFX (0.20). HEQFX was incepted earlier than VEXAX: HEQFX (27 years) vs VEXAX (25 years). HEQFX (1.78) is less costly to investors than VEXAX (0.05). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VEXAX (11.00). HEQFX has a lower initial minimum investment than VEXAX: HEQFX (2000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 11.65 vs. HEQFX (-0.96). VEXAX return over 5 years is better than : 52.04 vs. HEQFX (-8.33).
| HEQFX | VEXAX | HEQFX / VEXAX | |
| Total Expense Ratio | 1.78 | 0.05 | 3,560% |
| Annual Report Gross Expense Ratio | 1.78 | 0.05 | 3,560% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 6.820 | 10.112 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 83.7B | 0% |
| Annual Yield % from dividends | 0.20 | 1.10 | 18% |
| Returns for 1 year | -0.96 | 11.65 | -8% |
| Returns for 3 years | -3.89 | 58.64 | -7% |
| Returns for 5 years | -8.33 | 52.04 | -16% |
| Returns for 10 years | -45.04 | 152.21 | -30% |
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