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HEQFX vs VEXAX
HEQFX vs VEXAX Comparison
Open Charts HEQFX vs VEXAX
Monteagle Opportunity Equity I
Price$5.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.88M
Vanguard Extended Market Index Admiral
Price$158.86
Change+$0.38 (+0.24%)
VolumeN/A
Net Assets81.53B
HEQFX vs VEXAX Comparison Chart in %
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HEQFX vs. VEXAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. HEQFX (15.9M). VEXAX pays higher dividends than HEQFX: VEXAX (1.07) 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 : 18.14 vs. HEQFX (5.15). VEXAX return over 5 years is better than : 61.80 vs. HEQFX (-4.26).
| 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 | 8.948 | 10.159 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9M | 81.5B | 0% |
| Annual Yield % from dividends | 0.20 | 1.07 | 19% |
| Returns for 1 year | 5.15 | 18.14 | 28% |
| Returns for 3 years | -2.90 | 51.98 | -6% |
| Returns for 5 years | -4.26 | 61.80 | -7% |
| Returns for 10 years | -41.82 | 150.29 | -28% |
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