Interact to see
Advertisement
Advertisement
HEQFX vs VMCIX
HEQFX vs VMCIX Comparison
Open Charts HEQFX vs VMCIX
Monteagle Opportunity Equity I
Price$4.57
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets15.25M
Vanguard Mid Cap Index Institutional
Price$72.91
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets175.12B
HEQFX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HEQFX vs. VMCIX commentary
May 24, 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. HEQFX (15.2M). VMCIX pays higher dividends than HEQFX: VMCIX (1.61) vs HEQFX (0.12). HEQFX was incepted earlier than VMCIX: HEQFX (27 years) vs VMCIX (27 years). HEQFX (1.78) is less costly to investors than VMCIX (0.04). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VMCIX (16.00). HEQFX has a lower initial minimum investment than VMCIX: HEQFX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 8.20 vs. HEQFX (-2.22). VMCIX return over 5 years is better than : 74.80 vs. HEQFX (-1.44).
| HEQFX | VMCIX | HEQFX / VMCIX | |
| Total Expense Ratio | 1.78 | 0.04 | 4,450% |
| Annual Report Gross Expense Ratio | 1.78 | 0.04 | 4,450% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -2.295 | 1.477 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.61 | 7% |
| Returns for 1 year | -2.22 | 8.20 | -27% |
| Returns for 3 years | -14.69 | 28.28 | -52% |
| Returns for 5 years | -1.44 | 74.80 | -2% |
| Returns for 10 years | -51.30 | 108.55 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers