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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$5.01
Change-$0.07 (-1.38%)
VolumeN/A
Net Assets16.09M
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. HEQFX (16.1M). VIMSX pays higher dividends than HEQFX: VIMSX (1.38) vs HEQFX (0.20). HEQFX was incepted earlier than VIMSX: HEQFX (27 years) vs VIMSX (28 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 : 5.67 vs. HEQFX (-3.81). VIMSX return over 5 years is better than : 52.23 vs. HEQFX (-13.93).
| 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 | 28 years | - |
| Gain YTD | 6.607 | 10.764 | 61% |
| 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 | 1.38 | 15% |
| Returns for 1 year | -3.81 | 5.67 | -67% |
| Returns for 3 years | -11.15 | 37.82 | -29% |
| Returns for 5 years | -13.93 | 52.23 | -27% |
| Returns for 10 years | -44.51 | 148.83 | -30% |
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