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HEQFX vs VEXAX
HEQFX vs VEXAX Comparison
Open Charts HEQFX vs VEXAX
HEQFX vs VEXAX Comparison Chart in %
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HEQFX vs. VEXAX commentary
Sep 15, 2026
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 Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 95.3B vs. HEQFX (17.5M). VEXAX pays higher dividends than HEQFX: VEXAX (1.01) vs HEQFX (0.10). HEQFX was incepted earlier than VEXAX: HEQFX (28 years) vs VEXAX (26 years). HEQFX (1.81) is less costly to investors than VEXAX (0.05). HEQFX is a more actively managed with annual turnover of: 69.00 vs. VEXAX (12.00). 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 : 14.19 vs. HEQFX (0.89). VEXAX return over 5 years is better than : 28.70 vs. HEQFX (-26.53).
| HEQFX | VEXAX | HEQFX / VEXAX | |
| Total Expense Ratio | 1.81 | 0.05 | 3,620% |
| Annual Report Gross Expense Ratio | 1.81 | 0.05 | 3,620% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 10.769 | 13.907 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 95.3B | 0% |
| Annual Yield % from dividends | 0.10 | 1.01 | 10% |
| Returns for 1 year | 0.89 | 14.19 | 6% |
| Returns for 3 years | -5.08 | 62.10 | -8% |
| Returns for 5 years | -26.53 | 28.70 | -92% |
| Returns for 10 years | -10.78 | 175.68 | -6% |
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