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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.90
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets15.47M
Vanguard Mid Cap Index Investor
Price$77.20
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets198.55B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. HEQFX (15.5M). VIMSX pays higher dividends than HEQFX: VIMSX (1.38) vs HEQFX (0.20). HEQFX was incepted earlier than VIMSX: HEQFX (27 years) vs VIMSX (28 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 : 3.39 vs. HEQFX (-4.46). VIMSX return over 5 years is better than : 45.66 vs. HEQFX (-16.66).
| 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 | 28 years | - |
| Gain YTD | 4.267 | 7.167 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 199B | 0% |
| Annual Yield % from dividends | 0.20 | 1.38 | 15% |
| Returns for 1 year | -4.46 | 3.39 | -131% |
| Returns for 3 years | -13.10 | 35.44 | -37% |
| Returns for 5 years | -16.66 | 45.66 | -36% |
| Returns for 10 years | -46.57 | 133.73 | -35% |
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