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HEQFX vs VIMSX
HEQFX vs VIMSX Comparison
Open Charts HEQFX vs VIMSX
Monteagle Opportunity Equity I
Price$5.24
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets16.49M
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
HEQFX vs VIMSX Comparison Chart in %
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HEQFX vs. VIMSX commentary
Dec 28, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. HEQFX (16.5M). VIMSX pays higher dividends than HEQFX: VIMSX (1.37) vs HEQFX (0.20). HEQFX was incepted earlier than VIMSX: HEQFX (28 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: 69.00 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 : 9.53 vs. HEQFX (5.03). VIMSX return over 5 years is better than : 43.48 vs. HEQFX (-15.15).
| 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 | 28 years | 28 years | - |
| Gain YTD | 11.501 | 11.653 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 200B | 0% |
| Annual Yield % from dividends | 0.20 | 1.37 | 14% |
| Returns for 1 year | 5.03 | 9.53 | 53% |
| Returns for 3 years | -5.92 | 45.34 | -13% |
| Returns for 5 years | -15.15 | 43.48 | -35% |
| Returns for 10 years | -7.35 | 146.05 | -5% |
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