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HEQCX vs VEXMX
HEQCX vs VEXMX Comparison
Open Charts HEQCX vs VEXMX
Monteagle Opportunity Equity Instl
Price$5.61
Change+$0.03 (+0.54%)
VolumeN/A
Net Assets15.19M
Vanguard Extended Market Index Investor
Price$149.96
Change+$1.39 (+0.94%)
VolumeN/A
Net Assets107.69B
HEQCX vs VEXMX Comparison Chart in %
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HEQCX vs. VEXMX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. HEQCX (15.2M). HEQCX pays higher dividends than VEXMX: HEQCX (7.25) vs VEXMX (1.01). 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 : 17.45 vs. HEQCX (16.26). VEXMX return over 5 years is better than : 68.24 vs. HEQCX (15.53).
| 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 | 4.609 | 4.131 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 108B | 0% |
| Annual Yield % from dividends | 7.25 | 1.01 | 715% |
| Returns for 1 year | 16.26 | 17.45 | 93% |
| Returns for 3 years | 5.71 | 49.62 | 12% |
| Returns for 5 years | 15.53 | 68.24 | 23% |
| Returns for 10 years | -34.21 | 122.93 | -28% |
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