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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$102.07
Change+$0.84 (+0.83%)
VolumeN/A
Net Assets41.44B
Monteagle Opportunity Equity Instl
Price$5.78
Change+$0.06 (+1.05%)
VolumeN/A
Net Assets16.63M
FSMAX vs HEQCX Comparison Chart in %
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FSMAX vs. HEQCX commentary
Oct 17, 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: 41.4B vs. HEQCX (16.6M). HEQCX pays higher dividends than FSMAX: HEQCX (6.69) vs FSMAX (0.44). 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 : 14.24 vs. HEQCX (7.07). FSMAX return over 5 years is better than : 48.98 vs. HEQCX (5.56).
| 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 | 11.389 | 6.660 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 16.6M | 249,398% |
| Annual Yield % from dividends | 0.44 | 6.69 | 7% |
| Returns for 1 year | 14.24 | 7.07 | 201% |
| Returns for 3 years | 72.24 | 12.01 | 602% |
| Returns for 5 years | 48.98 | 5.56 | 881% |
| Returns for 10 years | 104.64 | -32.38 | -323% |
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