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HEQFX vs VMCPX
HEQFX vs VMCPX Comparison
Open Charts HEQFX vs VMCPX
Monteagle Opportunity Equity I
Price$4.93
Change-$0.11 (-2.18%)
VolumeN/A
Net Assets16.75M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
HEQFX vs VMCPX Comparison Chart in %
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HEQFX vs. VMCPX commentary
Feb 05, 2026
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: 199B vs. HEQFX (16.8M). VMCPX pays higher dividends than HEQFX: VMCPX (1.50) vs HEQFX (0.26). HEQFX was incepted earlier than VMCPX: HEQFX (28 years) vs VMCPX (15 years). HEQFX (1.81) 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 : 8.25 vs. HEQFX (2.80). VMCPX return over 5 years is better than : 38.89 vs. HEQFX (-24.29).
| HEQFX | VMCPX | HEQFX / VMCPX | |
| Total Expense Ratio | 1.81 | 0.03 | 6,033% |
| Annual Report Gross Expense Ratio | 1.81 | 0.03 | 6,033% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 5.794 | 2.283 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 199B | 0% |
| Annual Yield % from dividends | 0.26 | 1.50 | 18% |
| Returns for 1 year | 2.80 | 8.25 | 34% |
| Returns for 3 years | -12.44 | 34.05 | -37% |
| Returns for 5 years | -24.29 | 38.89 | -62% |
| Returns for 10 years | -6.25 | 180.63 | -3% |
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