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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.91
Change-$0.17 (-3.35%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$232.88
Change-$10.72 (-4.40%)
VolumeN/A
CapitalizationN/A
HEQFX vs VSEMX Comparison Chart
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HEQFX vs. VSEMX commentary
Dec 19, 2024
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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. HEQFX (16.6M). VSEMX pays higher dividends than HEQFX: VSEMX (1.23) vs HEQFX (0.57). HEQFX was incepted earlier than VSEMX: HEQFX (27 years) vs VSEMX (8 years). HEQFX is a more actively managed with annual turnover of: 80.00 vs. VSEMX (11.00). HEQFX has a lower initial minimum investment than VSEMX: HEQFX (2000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 23.68 vs. HEQFX (-12.91). VSEMX return over 5 years is better than : 61.10 vs. HEQFX (-7.88).
| HEQFX | VSEMX | HEQFX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 8 years | - |
| Gain YTD | 11.013 | 21.845 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6M | 120B | 0% |
| Annual Yield % from dividends | 0.57 | 1.23 | 46% |
| Returns for 1 year | -12.91 | 23.68 | -54% |
| Returns for 3 years | -29.59 | 12.86 | -230% |
| Returns for 5 years | -7.88 | 61.10 | -13% |
| Returns for 10 years | -45.75 | N/A | - |
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