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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$5.24
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets16.49M
Vanguard Mid Cap Index InstitutionalPlus
Price$397.26
Change-$0.07 (-0.02%)
VolumeN/A
Net Assets199.59B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. HEQFX (16.5M). VMCPX pays higher dividends than HEQFX: VMCPX (1.50) vs HEQFX (0.20). HEQFX was incepted earlier than VMCPX: HEQFX (28 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: 69.00 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 : 9.53 vs. HEQFX (5.03). VMCPX return over 5 years is better than : 43.59 vs. HEQFX (-15.15).
| 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 | 28 years | 15 years | - |
| Gain YTD | 11.501 | 11.659 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 200B | 0% |
| Annual Yield % from dividends | 0.20 | 1.50 | 13% |
| Returns for 1 year | 5.03 | 9.53 | 53% |
| Returns for 3 years | -5.92 | 45.42 | -13% |
| Returns for 5 years | -15.15 | 43.59 | -35% |
| Returns for 10 years | -7.35 | 146.50 | -5% |