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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.87
Change-$0.05 (-1.02%)
VolumeN/A
Net Assets15.26M
Vanguard Mid Cap Index InstitutionalPlus
Price$380.86
Change-$2.43 (-0.63%)
VolumeN/A
Net Assets192.45B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Jul 12, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. HEQFX (15.3M). VMCPX pays higher dividends than HEQFX: VMCPX (1.54) vs HEQFX (0.21). HEQFX was incepted earlier than VMCPX: HEQFX (27 years) vs VMCPX (15 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 (16.00). 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 : 15.39 vs. HEQFX (5.82). VMCPX return over 5 years is better than : 72.41 vs. HEQFX (0.71).
| 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 | 15 years | - |
| Gain YTD | 4.692 | 7.701 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 192B | 0% |
| Annual Yield % from dividends | 0.21 | 1.54 | 14% |
| Returns for 1 year | 5.82 | 15.39 | 38% |
| Returns for 3 years | -4.91 | 43.86 | -11% |
| Returns for 5 years | 0.71 | 72.41 | 1% |
| Returns for 10 years | -47.34 | 123.95 | -38% |
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