Interact to see
Advertisement
Advertisement
HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.4M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQFX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HEQFX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. HEQFX (15.4M). VIMSX pays higher dividends than HEQFX: VIMSX (1.37) vs HEQFX (0.21). HEQFX was incepted earlier than VIMSX: HEQFX (27 years) vs VIMSX (27 years). HEQFX (1.78) is less costly to investors than VIMSX (0.17). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VIMSX (16.00). HEQFX has a lower initial minimum investment than VIMSX: HEQFX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. HEQFX (4.21). VIMSX return over 5 years is better than : 62.16 vs. HEQFX (-7.92).
| HEQFX | VIMSX | HEQFX / VIMSX | |
| Total Expense Ratio | 1.78 | 0.17 | 1,047% |
| Annual Report Gross Expense Ratio | 1.78 | 0.17 | 1,047% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 5.756 | 8.291 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 197B | 0% |
| Annual Yield % from dividends | 0.21 | 1.37 | 15% |
| Returns for 1 year | 4.21 | 14.31 | 29% |
| Returns for 3 years | -14.27 | 26.39 | -54% |
| Returns for 5 years | -7.92 | 62.16 | -13% |
| Returns for 10 years | -46.97 | 125.09 | -38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement