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HEQFX vs VEXAX
HEQFX vs VEXAX Comparison
Open Charts HEQFX vs VEXAX
Monteagle Opportunity Equity I
Price$4.90
Change+$0.03 (+0.62%)
VolumeN/A
Net Assets15.19M
Vanguard Extended Market Index Admiral
Price$149.83
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
HEQFX vs VEXAX Comparison Chart in %
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HEQFX vs. VEXAX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 108B vs. HEQFX (15.2M). VEXAX pays higher dividends than HEQFX: VEXAX (1.15) vs HEQFX (0.21). 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 : 17.49 vs. HEQFX (7.46). VEXAX return over 5 years is better than : 68.47 vs. HEQFX (-0.70).
| 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 | 4.267 | 4.146 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 108B | 0% |
| Annual Yield % from dividends | 0.21 | 1.15 | 18% |
| Returns for 1 year | 7.46 | 17.49 | 43% |
| Returns for 3 years | -6.37 | 49.74 | -13% |
| Returns for 5 years | -0.70 | 68.47 | -1% |
| Returns for 10 years | -46.74 | 123.51 | -38% |
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