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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.43
Change+$0.07 (+1.61%)
VolumeN/A
Net Assets14.49M
Vanguard Mid Cap Index Investor
Price$69.37
Change+$1.27 (+1.86%)
VolumeN/A
Net Assets175.23B
HEQFX vs VIMSX Comparison Chart
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HEQFX vs. VIMSX commentary
Apr 25, 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 StrongBuy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. HEQFX (14.5M). 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 : 4.35 vs. HEQFX (-5.11). VIMSX return over 5 years is better than : 72.94 vs. HEQFX (-0.49).
| 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 | -7.393 | -5.454 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.46 | 8% |
| Returns for 1 year | -5.11 | 4.35 | -117% |
| Returns for 3 years | -22.55 | 10.19 | -221% |
| Returns for 5 years | -0.49 | 72.94 | -1% |
| Returns for 10 years | -53.46 | 96.13 | -56% |
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