HEQCX
Price
$5.70
Change
-$0.02 (-0.35%)
Updated
Aug 15 closing price
Net Assets
15.4M
VIMSX
Price
$78.00
Change
-$0.19 (-0.24%)
Updated
Aug 15 closing price
Net Assets
196.76B
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HEQCX vs VIMSX

Header iconHEQCX vs VIMSX Comparison
Open Charts HEQCX vs VIMSXBanner chart's image
Monteagle Opportunity Equity Instl
Price$5.70
Change-$0.02 (-0.35%)
VolumeN/A
Net Assets15.4M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQCX vs VIMSX Comparison Chart in %
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HEQCX vs. VIMSX commentary
Aug 18, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. HEQCX (15.4M). HEQCX pays higher dividends than VIMSX: HEQCX (7.13) vs VIMSX (1.37). 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). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. HEQCX (12.91). VIMSX return over 5 years is better than : 62.16 vs. HEQCX (7.22).
HEQCXVIMSXHEQCX / VIMSX
Total Expense Ratio1.310.17771%
Annual Report Gross Expense Ratio1.310.17771%
Fund Existence14 years27 years-
Gain YTD6.2878.29176%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets15.4M197B0%
Annual Yield % from dividends7.131.37519%
Returns for 1 year12.9114.3190%
Returns for 3 years-3.1026.39-12%
Returns for 5 years7.2262.1612%
Returns for 10 years-34.35125.09-27%
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