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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.57
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets15.25M
Vanguard Extended Market Index Instl Sel
Price$220.35
Change-$0.92 (-0.42%)
VolumeN/A
Net Assets100.64B
HEQFX vs VSEMX Comparison Chart
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HEQFX vs. VSEMX commentary
May 24, 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: 101B vs. HEQFX (15.2M). VSEMX pays higher dividends than HEQFX: VSEMX (1.33) vs HEQFX (0.12). 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 : 5.40 vs. HEQFX (-2.22). VSEMX return over 5 years is better than : 66.90 vs. HEQFX (-1.44).
| 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 | -2.295 | -4.586 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 101B | 0% |
| Annual Yield % from dividends | 0.12 | 1.33 | 9% |
| Returns for 1 year | -2.22 | 5.40 | -41% |
| Returns for 3 years | -14.69 | 30.84 | -48% |
| Returns for 5 years | -1.44 | 66.90 | -2% |
| Returns for 10 years | -51.30 | N/A | - |
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