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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$101.36
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets41.46B
Monteagle Opportunity Equity Instl
Price$5.83
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets16.09M
FSMAX vs HEQCX Comparison Chart in %
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FSMAX vs. HEQCX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. HEQCX (16.1M). HEQCX pays higher dividends than FSMAX: HEQCX (0.46) vs FSMAX (0.43). FSMAX was incepted earlier than HEQCX: FSMAX (14 years) vs HEQCX (14 years). HEQCX (1.31) is less costly to investors than FSMAX (0.04). HEQCX is a more actively managed with annual turnover of: 54.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than HEQCX: FSMAX (0) vs HEQCX (1000000). FSMAX annual gain was more profitable for investors over the last year : 6.78 vs. HEQCX (4.93). FSMAX return over 5 years is better than : 44.78 vs. HEQCX (1.66).
| 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 | 14 years | - |
| Gain YTD | 11.598 | 8.711 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 16.1M | 257,764% |
| Annual Yield % from dividends | 0.43 | 0.46 | 94% |
| Returns for 1 year | 6.78 | 4.93 | 138% |
| Returns for 3 years | 53.30 | 0.97 | 5,479% |
| Returns for 5 years | 44.78 | 1.66 | 2,695% |
| Returns for 10 years | 108.36 | -29.44 | -368% |
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