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FSMAX vs HEQCX
FSMAX vs HEQCX Comparison
Open Charts FSMAX vs HEQCX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Monteagle Opportunity Equity Instl
Price$5.72
Change-$0.06 (-1.04%)
VolumeN/A
Net Assets16.86M
FSMAX vs HEQCX Comparison Chart in %
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FSMAX vs. HEQCX commentary
Feb 04, 2026
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: 40.6B vs. HEQCX (16.9M). HEQCX pays higher dividends than FSMAX: HEQCX (0.73) vs FSMAX (0.56). 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). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. HEQCX (4.65). FSMAX return over 5 years is better than : 19.23 vs. HEQCX (-10.80).
| 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 | 3.050 | 5.730 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 16.9M | 240,237% |
| Annual Yield % from dividends | 0.56 | 0.73 | 77% |
| Returns for 1 year | 10.51 | 4.65 | 226% |
| Returns for 3 years | 48.06 | -0.34 | -14,235% |
| Returns for 5 years | 19.23 | -10.80 | -178% |
| Returns for 10 years | 157.02 | 15.33 | 1,024% |
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