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HEQFX vs VMCIX
HEQFX vs VMCIX Comparison
Open Charts HEQFX vs VMCIX
Monteagle Opportunity Equity I
Price$5.02
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets16.5M
Vanguard Mid Cap Index Institutional
Price$79.14
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
HEQFX vs VMCIX Comparison Chart in %
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HEQFX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 201B vs. HEQFX (16.5M). VMCIX pays higher dividends than HEQFX: VMCIX (1.49) vs HEQFX (0.20). HEQFX was incepted earlier than VMCIX: HEQFX (27 years) vs VMCIX (27 years). HEQFX (1.78) is less costly to investors than VMCIX (0.04). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VMCIX (16.00). HEQFX has a lower initial minimum investment than VMCIX: HEQFX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 7.58 vs. HEQFX (-0.96). VMCIX return over 5 years is better than : 57.31 vs. HEQFX (-8.33).
| HEQFX | VMCIX | HEQFX / VMCIX | |
| Total Expense Ratio | 1.78 | 0.04 | 4,450% |
| Annual Report Gross Expense Ratio | 1.78 | 0.04 | 4,450% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 6.820 | 9.699 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 201B | 0% |
| Annual Yield % from dividends | 0.20 | 1.49 | 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 | 57.31 | -15% |
| Returns for 10 years | -45.04 | 140.93 | -32% |