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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.39
Change-$0.25 (-5.39%)
VolumeN/A
Net Assets15.37M
Vanguard Extended Market Index Instl Sel
Price$199.94
Change-$15.02 (-6.99%)
VolumeN/A
Net Assets110.09B
HEQFX vs VSEMX Comparison Chart
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HEQFX vs. VSEMX commentary
Apr 04, 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 Hold and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. HEQFX (15.4M). VSEMX pays higher dividends than HEQFX: VSEMX (1.32) 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 : 2.78 vs. HEQFX (-1.79). VSEMX return over 5 years is better than : 114.71 vs. HEQFX (19.30).
| 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 | -1.446 | -7.092 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 110B | 0% |
| Annual Yield % from dividends | 0.12 | 1.32 | 9% |
| Returns for 1 year | -1.79 | 2.78 | -64% |
| Returns for 3 years | -19.42 | 5.62 | -346% |
| Returns for 5 years | 19.30 | 114.71 | 17% |
| Returns for 10 years | -50.43 | N/A | - |
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