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HEQFX vs VEMPX
HEQFX vs VEMPX Comparison
Open Charts HEQFX vs VEMPX
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.4M
Vanguard Extended Market Index InstlPlus
Price$375.07
Change-$1.09 (-0.29%)
VolumeN/A
Net Assets78.9B
HEQFX vs VEMPX Comparison Chart in %
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HEQFX vs. VEMPX 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 HEQFX is a Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. HEQFX (15.4M). VEMPX pays higher dividends than HEQFX: VEMPX (1.13) vs HEQFX (0.21). HEQFX was incepted earlier than VEMPX: HEQFX (27 years) vs VEMPX (15 years). HEQFX (1.78) is less costly to investors than VEMPX (0.04). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VEMPX (11.00). HEQFX has a lower initial minimum investment than VEMPX: HEQFX (2000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 15.55 vs. HEQFX (4.21). VEMPX return over 5 years is better than : 56.23 vs. HEQFX (-7.92).
| HEQFX | VEMPX | HEQFX / VEMPX | |
| Total Expense Ratio | 1.78 | 0.04 | 4,450% |
| Annual Report Gross Expense Ratio | 1.78 | 0.04 | 4,450% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 5.756 | 5.649 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 78.9B | 0% |
| Annual Yield % from dividends | 0.21 | 1.13 | 18% |
| Returns for 1 year | 4.21 | 15.55 | 27% |
| Returns for 3 years | -14.27 | 30.33 | -47% |
| Returns for 5 years | -7.92 | 56.23 | -14% |
| Returns for 10 years | -46.97 | 128.35 | -37% |
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