Interact to see
Advertisement
Advertisement
HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
Monteagle Opportunity Equity I
Price$5.12
Change+$0.05 (+0.99%)
VolumeN/A
Net Assets16.12M
Vanguard Mid Cap Index Admiral
Price$361.87
Change+$2.83 (+0.79%)
VolumeN/A
Net Assets198.55B
HEQFX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQFX vs. VIMAX commentary
Dec 04, 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. HEQFX (16.1M). VIMAX pays higher dividends than HEQFX: VIMAX (1.48) vs HEQFX (0.20). HEQFX was incepted earlier than VIMAX: HEQFX (28 years) vs VIMAX (24 years). HEQFX (1.78) is less costly to investors than VIMAX (0.05). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VIMAX (16.00). HEQFX has a lower initial minimum investment than VIMAX: HEQFX (2000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 2.45 vs. HEQFX (-4.13). VIMAX return over 5 years is better than : 44.96 vs. HEQFX (-15.19).
| HEQFX | VIMAX | HEQFX / VIMAX | |
| Total Expense Ratio | 1.78 | 0.05 | 3,560% |
| Annual Report Gross Expense Ratio | 1.78 | 0.05 | 3,560% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 7.884 | 9.983 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1M | 199B | 0% |
| Annual Yield % from dividends | 0.20 | 1.48 | 13% |
| Returns for 1 year | -4.13 | 2.45 | -168% |
| Returns for 3 years | -12.24 | 34.59 | -35% |
| Returns for 5 years | -15.19 | 44.96 | -34% |
| Returns for 10 years | -44.89 | 139.14 | -32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement