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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.48M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. HEQFX (15.5M). VIMSX pays higher dividends than HEQFX: VIMSX (1.37) vs HEQFX (0.21). 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 : 14.59 vs. HEQFX (4.84). VIMSX return over 5 years is better than : 62.56 vs. HEQFX (-7.36).
| 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 | 6.394 | 8.555 | 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 | 1.37 | 15% |
| Returns for 1 year | 4.84 | 14.59 | 33% |
| Returns for 3 years | -13.75 | 26.70 | -51% |
| Returns for 5 years | -7.36 | 62.56 | -12% |
| Returns for 10 years | -46.65 | 125.64 | -37% |
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