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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.90
Change+$0.03 (+0.62%)
VolumeN/A
Net Assets15.19M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. HEQFX (15.2M). VMCPX pays higher dividends than HEQFX: VMCPX (1.54) vs HEQFX (0.21). HEQFX was incepted earlier than VMCPX: HEQFX (27 years) vs VMCPX (15 years). HEQFX (1.78) is less costly to investors than VMCPX (0.03). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VMCPX (16.00). HEQFX has a lower initial minimum investment than VMCPX: HEQFX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. HEQFX (7.46). VMCPX return over 5 years is better than : 73.80 vs. HEQFX (-0.70).
| HEQFX | VMCPX | HEQFX / VMCPX | |
| Total Expense Ratio | 1.78 | 0.03 | 5,933% |
| Annual Report Gross Expense Ratio | 1.78 | 0.03 | 5,933% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 4.267 | 7.631 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 185B | 0% |
| Annual Yield % from dividends | 0.21 | 1.54 | 14% |
| Returns for 1 year | 7.46 | 17.65 | 42% |
| Returns for 3 years | -6.37 | 43.14 | -15% |
| Returns for 5 years | -0.70 | 73.80 | -1% |
| Returns for 10 years | -46.74 | 127.62 | -37% |
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