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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.97
Change-$0.03 (-0.60%)
VolumeN/A
Net Assets15.4M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. HEQFX (15.4M). VMCPX pays higher dividends than HEQFX: VMCPX (1.51) 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 : 14.33 vs. HEQFX (4.21). VMCPX return over 5 years is better than : 62.30 vs. HEQFX (-7.92).
| 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 | 5.756 | 8.316 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 197B | 0% |
| Annual Yield % from dividends | 0.21 | 1.51 | 14% |
| Returns for 1 year | 4.21 | 14.33 | 29% |
| Returns for 3 years | -14.27 | 26.46 | -54% |
| Returns for 5 years | -7.92 | 62.30 | -13% |
| Returns for 10 years | -46.97 | 125.31 | -37% |
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