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HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.48M
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQFX vs VIMAX Comparison Chart in %
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HEQFX vs. VIMAX commentary
Aug 16, 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 Buy and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. HEQFX (15.5M). VIMAX pays higher dividends than HEQFX: VIMAX (1.49) 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 : 14.61 vs. HEQFX (4.84). VIMAX return over 5 years is better than : 62.67 vs. HEQFX (-7.36).
| 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 | 6.394 | 8.576 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 197B | 0% |
| Annual Yield % from dividends | 0.21 | 1.49 | 14% |
| Returns for 1 year | 4.84 | 14.61 | 33% |
| Returns for 3 years | -13.75 | 26.76 | -51% |
| Returns for 5 years | -7.36 | 62.67 | -12% |
| Returns for 10 years | -46.65 | 125.79 | -37% |
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