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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.87
Change-$0.05 (-1.02%)
VolumeN/A
Net Assets15.26M
Vanguard Extended Market Index Instl Sel
Price$238.92
Change-$2.58 (-1.07%)
VolumeN/A
Net Assets112.9B
HEQFX vs VSEMX Comparison Chart in %
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HEQFX vs. VSEMX commentary
Jul 12, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 113B vs. HEQFX (15.3M). VSEMX pays higher dividends than HEQFX: VSEMX (1.17) vs HEQFX (0.21). HEQFX was incepted earlier than VSEMX: HEQFX (27 years) vs VSEMX (9 years). HEQFX (1.78) is less costly to investors than VSEMX (0.02). HEQFX is a more actively managed with annual turnover of: 54.00 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 : 14.79 vs. HEQFX (5.82). VSEMX return over 5 years is better than : 66.51 vs. HEQFX (0.71).
| HEQFX | VSEMX | HEQFX / VSEMX | |
| Total Expense Ratio | 1.78 | 0.02 | 8,900% |
| Annual Report Gross Expense Ratio | 1.78 | 0.02 | 8,900% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 4.692 | 4.448 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 113B | 0% |
| Annual Yield % from dividends | 0.21 | 1.17 | 18% |
| Returns for 1 year | 5.82 | 14.79 | 39% |
| Returns for 3 years | -4.91 | 50.14 | -10% |
| Returns for 5 years | 0.71 | 66.51 | 1% |
| Returns for 10 years | -47.34 | N/A | - |
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