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HEQFX vs VEXMX
HEQFX vs VEXMX Comparison
Open Charts HEQFX vs VEXMX
Monteagle Opportunity Equity I
Price$4.91
Change-$0.17 (-3.35%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
HEQFX vs VEXMX Comparison Chart
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HEQFX vs. VEXMX commentary
Dec 19, 2024
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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. HEQFX (16.6M). VEXMX pays higher dividends than HEQFX: VEXMX (1.09) vs HEQFX (0.57). HEQFX was incepted earlier than VEXMX: HEQFX (27 years) vs VEXMX (37 years). HEQFX is a more actively managed with annual turnover of: 80.00 vs. VEXMX (11.00). HEQFX has a lower initial minimum investment than VEXMX: HEQFX (2000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. HEQFX (-12.91). VEXMX return over 5 years is better than : 60.79 vs. HEQFX (-7.88).
| HEQFX | VEXMX | HEQFX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 37 years | - |
| Gain YTD | 11.013 | 21.765 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6M | 120B | 0% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | -12.91 | 23.62 | -55% |
| Returns for 3 years | -29.59 | 12.75 | -232% |
| Returns for 5 years | -7.88 | 60.79 | -13% |
| Returns for 10 years | -45.75 | 136.24 | -34% |
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