HEQCX
Price
$5.83
Change
+$0.01 (+0.17%)
Updated
Nov 12 closing price
Net Assets
16.09M
VMCPX
Price
$394.16
Change
+$0.07 (+0.02%)
Updated
Nov 12 closing price
Net Assets
198.55B
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HEQCX vs VMCPX

Header iconHEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPXBanner chart's image
Monteagle Opportunity Equity Instl
Price$5.83
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets16.09M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.16
Change+$0.07 (+0.02%)
VolumeN/A
Net Assets198.55B
HEQCX vs VMCPX Comparison Chart in %
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HEQCX vs. VMCPX commentary
Nov 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 Buy and VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. HEQCX (16.1M). VMCPX pays higher dividends than HEQCX: VMCPX (1.51) vs HEQCX (0.46). HEQCX was incepted earlier than VMCPX: HEQCX (14 years) vs VMCPX (15 years). HEQCX (1.31) is less costly to investors than VMCPX (0.03). HEQCX is a more actively managed with annual turnover of: 54.00 vs. VMCPX (16.00). HEQCX has a lower initial minimum investment than VMCPX: HEQCX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.69 vs. HEQCX (4.93). VMCPX return over 5 years is better than : 52.35 vs. HEQCX (1.66).
HEQCXVMCPXHEQCX / VMCPX
Total Expense Ratio1.310.034,367%
Annual Report Gross Expense Ratio1.310.034,367%
Fund Existence14 years15 years-
Gain YTD8.71110.78881%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets16.1M199B0%
Annual Yield % from dividends0.461.5130%
Returns for 1 year4.935.6987%
Returns for 3 years0.9737.893%
Returns for 5 years1.6652.353%
Returns for 10 years-29.44149.27-20%
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