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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.39
Change-$0.25 (-5.39%)
VolumeN/A
Net Assets15.37M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX commentary
Apr 04, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. HEQFX (15.4M). VMCPX pays higher dividends than HEQFX: VMCPX (1.61) vs HEQFX (0.12). HEQFX was incepted earlier than VMCPX: HEQFX (27 years) vs VMCPX (14 years). HEQFX (1.78) is less costly to investors than VMCPX (0.03). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VMCPX (13.00). HEQFX has a lower initial minimum investment than VMCPX: HEQFX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.65 vs. HEQFX (-1.79). VMCPX return over 5 years is better than : 113.27 vs. HEQFX (19.30).
| HEQFX | VMCPX | HEQFX / VMCPX | |
| Total Expense Ratio | 1.78 | 0.03 | 5,933% |
| Annual Report Gross Expense Ratio | 1.78 | 0.03 | 5,933% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -1.446 | -0.622 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 182B | 0% |
| Annual Yield % from dividends | 0.12 | 1.61 | 7% |
| Returns for 1 year | -1.79 | 6.65 | -27% |
| Returns for 3 years | -19.42 | 9.79 | -198% |
| Returns for 5 years | 19.30 | 113.27 | 17% |
| Returns for 10 years | -50.43 | 106.31 | -47% |
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