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HEQFX vs VEXMX
HEQFX vs VEXMX Comparison
Open Charts HEQFX vs VEXMX
Monteagle Opportunity Equity I
Price$5.15
Change+$0.02 (+0.39%)
VolumeN/A
Net Assets15.96M
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
HEQFX vs VEXMX Comparison Chart in %
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HEQFX vs. VEXMX commentary
Sep 09, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. HEQFX (16M). VEXMX pays higher dividends than HEQFX: VEXMX (0.95) vs HEQFX (0.20). HEQFX was incepted earlier than VEXMX: HEQFX (27 years) vs VEXMX (38 years). HEQFX (1.78) is less costly to investors than VEXMX (0.19). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VEXMX (11.00). HEQFX has a lower initial minimum investment than VEXMX: HEQFX (2000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 20.33 vs. HEQFX (7.76). VEXMX return over 5 years is better than : 62.37 vs. HEQFX (-3.52).
| HEQFX | VEXMX | HEQFX / VEXMX | |
| Total Expense Ratio | 1.78 | 0.19 | 937% |
| Annual Report Gross Expense Ratio | 1.78 | 0.19 | 937% |
| Fund Existence | 27 years | 38 years | - |
| Gain YTD | 9.586 | 9.506 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 81.5B | 0% |
| Annual Yield % from dividends | 0.20 | 0.95 | 21% |
| Returns for 1 year | 7.76 | 20.33 | 38% |
| Returns for 3 years | -2.88 | 51.87 | -6% |
| Returns for 5 years | -3.52 | 62.37 | -6% |
| Returns for 10 years | -41.92 | 148.23 | -28% |
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