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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
Monteagle Opportunity Equity Instl
Price$6.01
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets16.49M
FSMAX vs HEQCX Comparison Chart in %
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FSMAX vs. HEQCX commentary
Dec 28, 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 FSMAX is a Hold and HEQCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. HEQCX (16.5M). HEQCX (0.45) and FSMAX (0.43) have matching dividends . FSMAX was incepted earlier than HEQCX: FSMAX (14 years) vs HEQCX (15 years). HEQCX (1.31) is less costly to investors than FSMAX (0.04). HEQCX is a more actively managed with annual turnover of: 69.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than HEQCX: FSMAX (0) vs HEQCX (1000000). HEQCX annual gain was more profitable for investors over the last year : 13.48 vs. FSMAX (10.55). FSMAX return over 5 years is better than : 26.24 vs. HEQCX (-1.41).
| FSMAX | HEQCX | FSMAX / HEQCX | |
| Total Expense Ratio | 0.04 | 1.31 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.31 | 3% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 13.303 | 12.068 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 16.5M | 248,485% |
| Annual Yield % from dividends | 0.43 | 0.45 | 97% |
| Returns for 1 year | 10.55 | 13.48 | 78% |
| Returns for 3 years | 67.63 | 6.11 | 1,108% |
| Returns for 5 years | 26.24 | -1.41 | -1,861% |
| Returns for 10 years | 118.30 | 12.40 | 954% |
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