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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.43
Change+$0.07 (+1.61%)
VolumeN/A
Net Assets14.49M
Vanguard Mid Cap Index InstitutionalPlus
Price$342.79
Change+$6.29 (+1.87%)
VolumeN/A
Net Assets175.23B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX commentary
Apr 25, 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 StrongBuy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. HEQFX (14.5M). 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 : 4.36 vs. HEQFX (-5.11). VMCPX return over 5 years is better than : 73.08 vs. HEQFX (-0.49).
| 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 | -7.393 | -5.447 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.61 | 7% |
| Returns for 1 year | -5.11 | 4.36 | -117% |
| Returns for 3 years | -22.55 | 10.24 | -220% |
| Returns for 5 years | -0.49 | 73.08 | -1% |
| Returns for 10 years | -53.46 | 96.37 | -55% |
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