Interact to see
Advertisement
Advertisement
HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
HEQFX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQFX vs. VIMAX 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 224B vs. HEQFX (17.8M). VIMAX pays higher dividends than HEQFX: VIMAX (1.31) vs HEQFX (0.10). HEQFX was incepted earlier than VIMAX: HEQFX (28 years) vs VIMAX (25 years). HEQFX (1.81) is less costly to investors than VIMAX (0.05). HEQFX is a more actively managed with annual turnover of: 69.00 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 : 13.48 vs. HEQFX (8.18). VIMAX return over 5 years is better than : 35.91 vs. HEQFX (-26.67).
| HEQFX | VIMAX | HEQFX / VIMAX | |
| Total Expense Ratio | 1.81 | 0.05 | 3,620% |
| Annual Report Gross Expense Ratio | 1.81 | 0.05 | 3,620% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 12.272 | 11.640 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 224B | 0% |
| Annual Yield % from dividends | 0.10 | 1.31 | 8% |
| Returns for 1 year | 8.18 | 13.48 | 61% |
| Returns for 3 years | -8.15 | 43.38 | -19% |
| Returns for 5 years | -26.67 | 35.91 | -74% |
| Returns for 10 years | -10.90 | 159.38 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers