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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.63
Change-$0.07 (-1.49%)
VolumeN/A
Net Assets14.43M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
HEQFX vs VMCPX Comparison Chart
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HEQFX vs. VMCPX commentary
Jun 16, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. HEQFX (14.4M). VMCPX pays higher dividends than HEQFX: VMCPX (1.54) vs HEQFX (0.11). 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 : 11.60 vs. HEQFX (0.99). VMCPX return over 5 years is better than : 69.72 vs. HEQFX (-4.81).
| 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 | -1.658 | 2.781 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.54 | 7% |
| Returns for 1 year | 0.99 | 11.60 | 9% |
| Returns for 3 years | -10.35 | 39.16 | -26% |
| Returns for 5 years | -4.81 | 69.72 | -7% |
| Returns for 10 years | -50.43 | 114.26 | -44% |
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