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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$4.90
Change+$0.03 (+0.62%)
VolumeN/A
Net Assets15.19M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. HEQFX (15.2M). VIMSX pays higher dividends than HEQFX: VIMSX (1.40) 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 : 17.63 vs. HEQFX (7.46). VIMSX return over 5 years is better than : 73.64 vs. HEQFX (-0.70).
| 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 | 4.267 | 7.625 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 185B | 0% |
| Annual Yield % from dividends | 0.21 | 1.40 | 15% |
| Returns for 1 year | 7.46 | 17.63 | 42% |
| Returns for 3 years | -6.37 | 43.06 | -15% |
| Returns for 5 years | -0.70 | 73.64 | -1% |
| Returns for 10 years | -46.74 | 127.44 | -37% |
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