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HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
Monteagle Opportunity Equity I
Price$4.80
Change-$0.07 (-1.44%)
VolumeN/A
Net Assets15.13M
Vanguard Mid Cap Index Admiral
Price$346.40
Change-$4.63 (-1.32%)
VolumeN/A
Net Assets192.45B
HEQFX vs VIMAX Comparison Chart in %
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HEQFX vs. VIMAX commentary
Jul 17, 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 Hold and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 192B vs. HEQFX (15.1M). VIMAX pays higher dividends than HEQFX: VIMAX (1.52) vs HEQFX (0.21). HEQFX was incepted earlier than VIMAX: HEQFX (27 years) vs VIMAX (24 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 (16.00). 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 : 14.02 vs. HEQFX (2.97). VIMAX return over 5 years is better than : 68.76 vs. HEQFX (-3.61).
| 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 | 24 years | - |
| Gain YTD | 3.628 | 7.459 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 192B | 0% |
| Annual Yield % from dividends | 0.21 | 1.52 | 14% |
| Returns for 1 year | 2.97 | 14.02 | 21% |
| Returns for 3 years | -6.05 | 42.76 | -14% |
| Returns for 5 years | -3.61 | 68.76 | -5% |
| Returns for 10 years | -48.24 | 124.50 | -39% |
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