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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.57
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets15.25M
Vanguard Mid Cap Index InstitutionalPlus
Price$359.58
Change-$1.08 (-0.30%)
VolumeN/A
Net Assets175.12B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. HEQFX (15.2M). VMCPX pays higher dividends than HEQFX: VMCPX (1.62) 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 (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 : 8.22 vs. HEQFX (-2.22). VMCPX return over 5 years is better than : 74.80 vs. HEQFX (-1.44).
| 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 | -2.295 | 1.488 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.62 | 7% |
| Returns for 1 year | -2.22 | 8.22 | -27% |
| Returns for 3 years | -14.69 | 28.29 | -52% |
| Returns for 5 years | -1.44 | 74.80 | -2% |
| Returns for 10 years | -51.30 | 108.60 | -47% |
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