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HEQFX vs VEXMX
HEQFX vs VEXMX Comparison
Open Charts HEQFX vs VEXMX
HEQFX vs VEXMX Comparison Chart in %
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HEQFX vs. VEXMX commentary
Aug 03, 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. HEQFX (17.8M). VEXMX pays higher dividends than HEQFX: VEXMX (0.90) vs HEQFX (0.10). HEQFX was incepted earlier than VEXMX: HEQFX (28 years) vs VEXMX (39 years). HEQFX (1.81) is less costly to investors than VEXMX (0.19). HEQFX is a more actively managed with annual turnover of: 69.00 vs. VEXMX (12.00). 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 : 19.71 vs. HEQFX (8.18). VEXMX return over 5 years is better than : 28.12 vs. HEQFX (-26.67).
| HEQFX | VEXMX | HEQFX / VEXMX | |
| Total Expense Ratio | 1.81 | 0.19 | 953% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 28 years | 39 years | - |
| Gain YTD | 12.272 | 13.033 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 97.7B | 0% |
| Annual Yield % from dividends | 0.10 | 0.90 | 11% |
| Returns for 1 year | 8.18 | 19.71 | 41% |
| Returns for 3 years | -8.15 | 51.75 | -16% |
| Returns for 5 years | -26.67 | 28.12 | -95% |
| Returns for 10 years | -10.90 | 174.92 | -6% |
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