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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.84
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets16.41M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$1.61 (+0.67%)
VolumeN/A
Net Assets111.13B
HEQFX vs VSEMX Comparison Chart
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HEQFX vs. VSEMX commentary
Jan 19, 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: 111B vs. HEQFX (16.4M). 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 : 24.97 vs. HEQFX (8.13). VSEMX return over 5 years is better than : 54.76 vs. HEQFX (-13.92).
| 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 | 2.760 | 3.990 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 111B | 0% |
| Annual Yield % from dividends | 0.57 | 1.23 | 46% |
| Returns for 1 year | 8.13 | 24.97 | 33% |
| Returns for 3 years | -17.12 | 18.32 | -93% |
| Returns for 5 years | -13.92 | 54.76 | -25% |
| Returns for 10 years | -47.40 | N/A | - |