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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Jun 29, 2026
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: 219B vs. HEQFX (17.7M). VIMSX pays higher dividends than HEQFX: VIMSX (1.25) vs HEQFX (0.22). HEQFX was incepted earlier than VIMSX: HEQFX (28 years) vs VIMSX (28 years). HEQFX (1.81) is less costly to investors than VIMSX (0.17). HEQFX is a more actively managed with annual turnover of: 69.00 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 : 15.44 vs. HEQFX (9.19). VIMSX return over 5 years is better than : 35.67 vs. HEQFX (-27.09).
| HEQFX | VIMSX | HEQFX / VIMSX | |
| Total Expense Ratio | 1.81 | 0.17 | 1,065% |
| Annual Report Gross Expense Ratio | 1.81 | 0.17 | 1,065% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 10.984 | 10.412 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 219B | 0% |
| Annual Yield % from dividends | 0.22 | 1.25 | 18% |
| Returns for 1 year | 9.19 | 15.44 | 60% |
| Returns for 3 years | -3.99 | 48.69 | -8% |
| Returns for 5 years | -27.09 | 35.67 | -76% |
| Returns for 10 years | -7.23 | 173.15 | -4% |
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