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HEQFX vs VEXMX
HEQFX vs VEXMX Comparison
Open Charts HEQFX vs VEXMX
Monteagle Opportunity Equity I
Price$5.12
Change-$0.05 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.53
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
HEQFX vs VEXMX Comparison Chart
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HEQFX vs. VEXMX commentary
Nov 18, 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 StrongBuy and VEXMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. HEQFX (16.9M). VEXMX pays higher dividends than HEQFX: VEXMX (1.09) vs HEQFX (0.57). HEQFX was incepted earlier than VEXMX: HEQFX (26 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 : 33.88 vs. HEQFX (-4.21). VEXMX return over 5 years is better than : 60.77 vs. HEQFX (-11.65).
| HEQFX | VEXMX | HEQFX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 11.888 | 17.654 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9M | 107B | 0% |
| Annual Yield % from dividends | 0.57 | 1.09 | 52% |
| Returns for 1 year | -4.21 | 33.88 | -12% |
| Returns for 3 years | -31.21 | -2.38 | 1,312% |
| Returns for 5 years | -11.65 | 60.77 | -19% |
| Returns for 10 years | -65.29 | 130.82 | -50% |
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