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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$5.15
Change+$0.02 (+0.39%)
VolumeN/A
Net Assets15.96M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Sep 09, 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: 199B vs. HEQFX (16M). VMCPX pays higher dividends than HEQFX: VMCPX (1.48) vs HEQFX (0.20). 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 : 15.04 vs. HEQFX (7.76). VMCPX return over 5 years is better than : 65.05 vs. HEQFX (-3.52).
| 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 | 9.586 | 9.713 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 199B | 0% |
| Annual Yield % from dividends | 0.20 | 1.48 | 13% |
| Returns for 1 year | 7.76 | 15.04 | 52% |
| Returns for 3 years | -2.88 | 41.08 | -7% |
| Returns for 5 years | -3.52 | 65.05 | -5% |
| Returns for 10 years | -41.92 | 141.17 | -30% |
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