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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$5.06
Change-$0.04 (-0.78%)
VolumeN/A
Net Assets15.79M
Vanguard Mid Cap Index InstitutionalPlus
Price$396.31
Change-$2.32 (-0.58%)
VolumeN/A
Net Assets201.28B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. HEQFX (15.8M). VMCPX pays higher dividends than HEQFX: VMCPX (1.50) 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 : 13.10 vs. HEQFX (3.26). VMCPX return over 5 years is better than : 61.58 vs. HEQFX (-6.87).
| 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 | 8.522 | 12.045 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 201B | 0% |
| Annual Yield % from dividends | 0.20 | 1.50 | 13% |
| Returns for 1 year | 3.26 | 13.10 | 25% |
| Returns for 3 years | 0.49 | 54.76 | 1% |
| Returns for 5 years | -6.87 | 61.58 | -11% |
| Returns for 10 years | -43.98 | 146.06 | -30% |
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