Interact to see
Advertisement
Advertisement
HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.46M
Vanguard Extended Market Index Instl Sel
Price$227.76
Change-$0.42 (-0.18%)
VolumeN/A
Net Assets107.69B
HEQFX vs VSEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQFX vs. VSEMX commentary
Jun 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. HEQFX (14.5M). VSEMX pays higher dividends than HEQFX: VSEMX (1.24) vs HEQFX (0.11). 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 : 11.94 vs. HEQFX (1.65). VSEMX return over 5 years is better than : 60.60 vs. HEQFX (-5.75).
| 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 | -1.233 | -1.560 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5M | 108B | 0% |
| Annual Yield % from dividends | 0.11 | 1.24 | 9% |
| Returns for 1 year | 1.65 | 11.94 | 14% |
| Returns for 3 years | -9.27 | 44.20 | -21% |
| Returns for 5 years | -5.75 | 60.60 | -9% |
| Returns for 10 years | -50.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement