HEQFX
Price
$5.16
Change
+$0.03 (+0.58%)
Updated
Sep 11 closing price
Net Assets
17.39M
VIMAX
Price
$401.44
Change
+$3.16 (+0.79%)
Updated
Sep 11 closing price
Net Assets
226.38B
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HEQFX vs VIMAX

HEQFX vs VIMAX Comparison Chart in %
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HEQFX vs. VIMAX commentary
Sep 13, 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.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 226B vs. HEQFX (17.4M). VIMAX pays higher dividends than HEQFX: VIMAX (1.29) 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 : 9.64 vs. HEQFX (-0.86). VIMAX return over 5 years is better than : 32.64 vs. HEQFX (-26.96).
HEQFXVIMAXHEQFX / VIMAX
Total Expense Ratio1.810.053,620%
Annual Report Gross Expense Ratio1.810.053,620%
Fund Existence28 years25 years-
Gain YTD10.12510.91493%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets17.4M226B0%
Annual Yield % from dividends0.101.298%
Returns for 1 year-0.869.64-9%
Returns for 3 years-5.8149.17-12%
Returns for 5 years-26.9632.64-83%
Returns for 10 years-11.30159.49-7%
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