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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets16.16M
Vanguard Extended Market Index Instl Sel
Price$232.37
Change-$7.34 (-3.06%)
VolumeN/A
Net Assets116.7B
HEQFX vs VSEMX Comparison Chart
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HEQFX vs. VSEMX commentary
Feb 23, 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 StrongBuy and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 117B vs. HEQFX (16.2M). VSEMX pays higher dividends than HEQFX: VSEMX (1.23) vs HEQFX (0.57). HEQFX was incepted earlier than VSEMX: HEQFX (27 years) vs VSEMX (9 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 : 14.34 vs. HEQFX (4.45). VSEMX return over 5 years is better than : 47.52 vs. HEQFX (-13.30).
| HEQFX | VSEMX | HEQFX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 1.699 | 0.345 | 492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2M | 117B | 0% |
| Annual Yield % from dividends | 0.57 | 1.23 | 46% |
| Returns for 1 year | 4.45 | 14.34 | 31% |
| Returns for 3 years | -14.95 | 21.22 | -70% |
| Returns for 5 years | -13.30 | 47.52 | -28% |
| Returns for 10 years | -49.72 | N/A | - |
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