HEQFX
Price
$4.97
Change
-$0.03 (-0.60%)
Updated
Aug 15 closing price
Net Assets
15.48M
VMCPX
Price
$385.48
Change
-$0.94 (-0.24%)
Updated
Aug 15 closing price
Net Assets
196.76B
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HEQFX vs VMCPX

Header iconHEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPXBanner chart's image
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.48M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Aug 16, 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.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. HEQFX (15.5M). VMCPX pays higher dividends than HEQFX: VMCPX (1.51) vs HEQFX (0.21). 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 : 14.61 vs. HEQFX (4.84). VMCPX return over 5 years is better than : 62.69 vs. HEQFX (-7.36).
HEQFXVMCPXHEQFX / VMCPX
Total Expense Ratio1.780.035,933%
Annual Report Gross Expense Ratio1.780.035,933%
Fund Existence27 years15 years-
Gain YTD6.3948.58075%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets15.5M197B0%
Annual Yield % from dividends0.211.5114%
Returns for 1 year4.8414.6133%
Returns for 3 years-13.7526.77-51%
Returns for 5 years-7.3662.69-12%
Returns for 10 years-46.65125.85-37%
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