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HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
Monteagle Opportunity Equity I
Price$4.43
Change+$0.07 (+1.61%)
VolumeN/A
Net Assets14.49M
Vanguard Mid Cap Index Admiral
Price$314.64
Change+$5.78 (+1.87%)
VolumeN/A
Net Assets175.23B
HEQFX vs VIMAX Comparison Chart
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HEQFX vs. VIMAX commentary
Apr 25, 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 StrongBuy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. HEQFX (14.5M). VIMAX pays higher dividends than HEQFX: VIMAX (1.59) vs HEQFX (0.12). HEQFX was incepted earlier than VIMAX: HEQFX (27 years) vs VIMAX (23 years). HEQFX (1.78) is less costly to investors than VIMAX (0.05). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VIMAX (13.00). HEQFX has a lower initial minimum investment than VIMAX: HEQFX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 4.35 vs. HEQFX (-5.11). VIMAX return over 5 years is better than : 73.05 vs. HEQFX (-0.49).
| HEQFX | VIMAX | HEQFX / VIMAX | |
| Total Expense Ratio | 1.78 | 0.05 | 3,560% |
| Annual Report Gross Expense Ratio | 1.78 | 0.05 | 3,560% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -7.393 | -5.450 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.59 | 7% |
| Returns for 1 year | -5.11 | 4.35 | -117% |
| Returns for 3 years | -22.55 | 10.23 | -221% |
| Returns for 5 years | -0.49 | 73.05 | -1% |
| Returns for 10 years | -53.46 | 96.29 | -56% |
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