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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.39
Change-$0.25 (-5.39%)
VolumeN/A
Net Assets15.37M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
HEQFX vs VIMSX Comparison Chart
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HEQFX vs. VIMSX commentary
Apr 04, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. HEQFX (15.4M). VIMSX pays higher dividends than HEQFX: VIMSX (1.46) 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 (13.00). 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 : 6.63 vs. HEQFX (-1.79). VIMSX return over 5 years is better than : 113.13 vs. HEQFX (19.30).
| 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 | -1.446 | -0.622 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 182B | 0% |
| Annual Yield % from dividends | 0.12 | 1.46 | 8% |
| Returns for 1 year | -1.79 | 6.63 | -27% |
| Returns for 3 years | -19.42 | 9.75 | -199% |
| Returns for 5 years | 19.30 | 113.13 | 17% |
| Returns for 10 years | -50.43 | 106.04 | -48% |
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