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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
Aug 23, 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: 225B vs. HEQFX (18M). VIMSX pays higher dividends than HEQFX: VIMSX (1.20) vs HEQFX (0.10). 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 : 16.44 vs. HEQFX (7.38). VIMSX return over 5 years is better than : 38.86 vs. HEQFX (-24.99).
| 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 | 14.204 | 14.454 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 225B | 0% |
| Annual Yield % from dividends | 0.10 | 1.20 | 8% |
| Returns for 1 year | 7.38 | 16.44 | 45% |
| Returns for 3 years | -1.78 | 55.82 | -3% |
| Returns for 5 years | -24.99 | 38.86 | -64% |
| Returns for 10 years | -11.25 | 158.70 | -7% |
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