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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets16.16M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. HEQFX (16.2M). 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 : 14.06 vs. HEQFX (4.45). VMCPX return over 5 years is better than : 48.48 vs. HEQFX (-13.30).
| 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 | 1.699 | 2.485 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2M | 185B | 0% |
| Annual Yield % from dividends | 0.57 | 1.51 | 38% |
| Returns for 1 year | 4.45 | 14.06 | 32% |
| Returns for 3 years | -14.95 | 19.70 | -76% |
| Returns for 5 years | -13.30 | 48.48 | -27% |
| Returns for 10 years | -49.72 | 114.38 | -43% |