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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.57
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets15.25M
Vanguard Mid Cap Index Investor
Price$72.76
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets175.12B
HEQFX vs VIMSX Comparison Chart
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HEQFX vs. VIMSX commentary
May 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. HEQFX (15.2M). VIMSX pays higher dividends than HEQFX: VIMSX (1.48) vs HEQFX (0.12). 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 : 8.19 vs. HEQFX (-2.22). VIMSX return over 5 years is better than : 74.65 vs. HEQFX (-1.44).
| 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 | -2.295 | 1.460 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.48 | 8% |
| Returns for 1 year | -2.22 | 8.19 | -27% |
| Returns for 3 years | -14.69 | 28.23 | -52% |
| Returns for 5 years | -1.44 | 74.65 | -2% |
| Returns for 10 years | -51.30 | 108.36 | -47% |
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