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HEQCX vs VMCPX
HEQCX vs VMCPX Comparison
Open Charts HEQCX vs VMCPX
Monteagle Opportunity Equity Instl
Price$5.70
Change-$0.02 (-0.35%)
VolumeN/A
Net Assets15.4M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQCX vs VMCPX Comparison Chart in %
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HEQCX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. HEQCX (15.4M). HEQCX pays higher dividends than VMCPX: HEQCX (7.13) vs VMCPX (1.51). 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 : 14.33 vs. HEQCX (12.91). VMCPX return over 5 years is better than : 62.30 vs. HEQCX (7.22).
| HEQCX | VMCPX | HEQCX / VMCPX | |
| Total Expense Ratio | 1.31 | 0.03 | 4,367% |
| Annual Report Gross Expense Ratio | 1.31 | 0.03 | 4,367% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 6.287 | 8.316 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 197B | 0% |
| Annual Yield % from dividends | 7.13 | 1.51 | 473% |
| Returns for 1 year | 12.91 | 14.33 | 90% |
| Returns for 3 years | -3.10 | 26.46 | -12% |
| Returns for 5 years | 7.22 | 62.30 | 12% |
| Returns for 10 years | -34.35 | 125.31 | -27% |
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