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HEQCX vs VEXMX
HEQCX vs VEXMX Comparison
Open Charts HEQCX vs VEXMX
Monteagle Opportunity Equity Instl
Price$5.31
Change-$0.08 (-1.48%)
VolumeN/A
Net Assets14.65M
Vanguard Extended Market Index Investor
Price$140.69
Change-$2.43 (-1.70%)
VolumeN/A
Net Assets107.69B
HEQCX vs VEXMX Comparison Chart
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HEQCX vs. VEXMX commentary
Jun 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 HEQCX is a StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. HEQCX (14.6M). HEQCX pays higher dividends than VEXMX: HEQCX (7.30) vs VEXMX (1.08). 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 : 10.34 vs. HEQCX (9.46). VEXMX return over 5 years is better than : 63.64 vs. HEQCX (10.75).
| 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 | -1.326 | -2.361 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6M | 108B | 0% |
| Annual Yield % from dividends | 7.30 | 1.08 | 676% |
| Returns for 1 year | 9.46 | 10.34 | 92% |
| Returns for 3 years | 1.41 | 42.87 | 3% |
| Returns for 5 years | 10.75 | 63.64 | 17% |
| Returns for 10 years | -38.75 | 105.37 | -37% |
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