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HEQCX vs VEXMX
HEQCX vs VEXMX Comparison
Open Charts HEQCX vs VEXMX
Monteagle Opportunity Equity Instl
Price$5.88
Change+$0.07 (+1.20%)
VolumeN/A
Net Assets15.96M
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
HEQCX vs VEXMX Comparison Chart in %
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HEQCX vs. VEXMX commentary
Sep 08, 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 HEQCX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. HEQCX (16M). HEQCX pays higher dividends than VEXMX: HEQCX (6.81) vs VEXMX (0.95). HEQCX was incepted earlier than VEXMX: HEQCX (14 years) vs VEXMX (38 years). HEQCX (1.31) is less costly to investors than VEXMX (0.19). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than HEQCX: VEXMX (3000) vs HEQCX (1000000). VEXMX annual gain was more profitable for investors over the last year : 20.33 vs. HEQCX (16.45). VEXMX return over 5 years is better than : 62.37 vs. HEQCX (12.12).
| HEQCX | VEXMX | HEQCX / VEXMX | |
| Total Expense Ratio | 1.31 | 0.19 | 689% |
| Annual Report Gross Expense Ratio | 1.31 | 0.19 | 689% |
| Fund Existence | 14 years | 38 years | - |
| Gain YTD | 10.017 | 9.506 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 81.5B | 0% |
| Annual Yield % from dividends | 6.81 | 0.95 | 716% |
| Returns for 1 year | 16.45 | 20.33 | 81% |
| Returns for 3 years | 9.66 | 51.87 | 19% |
| Returns for 5 years | 12.12 | 62.37 | 19% |
| Returns for 10 years | -28.29 | 148.23 | -19% |
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