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HEQFX vs VIMAX
HEQFX vs VIMAX Comparison
Open Charts HEQFX vs VIMAX
Monteagle Opportunity Equity I
Price$5.02
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets16.5M
Vanguard Mid Cap Index Admiral
Price$358.27
Change+$0.63 (+0.18%)
VolumeN/A
Net Assets201.28B
HEQFX vs VIMAX Comparison Chart in %
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HEQFX vs. VIMAX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 201B vs. HEQFX (16.5M). VIMAX pays higher dividends than HEQFX: VIMAX (1.48) vs HEQFX (0.20). HEQFX was incepted earlier than VIMAX: HEQFX (27 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 : 7.58 vs. HEQFX (-0.96). VIMAX return over 5 years is better than : 57.32 vs. HEQFX (-8.33).
| 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 | 27 years | 24 years | - |
| Gain YTD | 6.820 | 9.707 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 201B | 0% |
| Annual Yield % from dividends | 0.20 | 1.48 | 13% |
| Returns for 1 year | -0.96 | 7.58 | -13% |
| Returns for 3 years | -3.89 | 49.70 | -8% |
| Returns for 5 years | -8.33 | 57.32 | -15% |
| Returns for 10 years | -45.04 | 140.93 | -32% |
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