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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.84
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets16.41M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. HEQFX (16.4M). VMCPX pays higher dividends than HEQFX: VMCPX (1.51) vs HEQFX (0.57). HEQFX was incepted earlier than VMCPX: HEQFX (27 years) vs VMCPX (14 years). HEQFX is a more actively managed with annual turnover of: 80.00 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 : 20.83 vs. HEQFX (8.13). VMCPX return over 5 years is better than : 50.74 vs. HEQFX (-13.92).
| HEQFX | VMCPX | HEQFX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 2.760 | 3.732 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 177B | 0% |
| Annual Yield % from dividends | 0.57 | 1.51 | 38% |
| Returns for 1 year | 8.13 | 20.83 | 39% |
| Returns for 3 years | -17.12 | 15.31 | -112% |
| Returns for 5 years | -13.92 | 50.74 | -27% |
| Returns for 10 years | -47.40 | 130.53 | -36% |
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