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HEQCX vs VIMSX
HEQCX vs VIMSX Comparison
Open Charts HEQCX vs VIMSX
Monteagle Opportunity Equity Instl
Price$5.88
Change+$0.07 (+1.20%)
VolumeN/A
Net Assets15.96M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
HEQCX vs VIMSX Comparison Chart in %
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HEQCX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. HEQCX (16M). HEQCX pays higher dividends than VIMSX: HEQCX (6.81) vs VIMSX (1.35). HEQCX was incepted earlier than VIMSX: HEQCX (14 years) vs VIMSX (27 years). HEQCX (1.31) is less costly to investors than VIMSX (0.17). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than HEQCX: VIMSX (3000) vs HEQCX (1000000). HEQCX annual gain was more profitable for investors over the last year : 16.45 vs. VIMSX (15.02). VIMSX return over 5 years is better than : 64.92 vs. HEQCX (12.12).
| HEQCX | VIMSX | HEQCX / VIMSX | |
| Total Expense Ratio | 1.31 | 0.17 | 771% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 10.017 | 9.679 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 199B | 0% |
| Annual Yield % from dividends | 6.81 | 1.35 | 503% |
| Returns for 1 year | 16.45 | 15.02 | 110% |
| Returns for 3 years | 9.66 | 41.01 | 24% |
| Returns for 5 years | 12.12 | 64.92 | 19% |
| Returns for 10 years | -28.29 | 140.93 | -20% |
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