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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$5.06
Change-$0.04 (-0.78%)
VolumeN/A
Net Assets15.79M
Vanguard Mid Cap Index Investor
Price$80.20
Change-$0.48 (-0.59%)
VolumeN/A
Net Assets201.28B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Oct 08, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. HEQFX (15.8M). VIMSX pays higher dividends than HEQFX: VIMSX (1.36) vs HEQFX (0.20). HEQFX was incepted earlier than VIMSX: HEQFX (27 years) vs VIMSX (27 years). HEQFX (1.78) is less costly to investors than VIMSX (0.17). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VIMSX (16.00). HEQFX has a lower initial minimum investment than VIMSX: HEQFX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 13.10 vs. HEQFX (3.26). VIMSX return over 5 years is better than : 61.47 vs. HEQFX (-6.87).
| HEQFX | VIMSX | HEQFX / VIMSX | |
| Total Expense Ratio | 1.78 | 0.17 | 1,047% |
| Annual Report Gross Expense Ratio | 1.78 | 0.17 | 1,047% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 8.522 | 12.042 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 201B | 0% |
| Annual Yield % from dividends | 0.20 | 1.36 | 14% |
| Returns for 1 year | 3.26 | 13.10 | 25% |
| Returns for 3 years | 0.49 | 54.69 | 1% |
| Returns for 5 years | -6.87 | 61.47 | -11% |
| Returns for 10 years | -43.98 | 145.68 | -30% |
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