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HEQFX vs VSEMX
HEQFX vs VSEMX Comparison
Open Charts HEQFX vs VSEMX
Monteagle Opportunity Equity I
Price$4.90
Change+$0.03 (+0.62%)
VolumeN/A
Net Assets15.19M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
HEQFX vs VSEMX Comparison Chart in %
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HEQFX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. HEQFX (15.2M). VSEMX pays higher dividends than HEQFX: VSEMX (1.17) vs HEQFX (0.21). HEQFX was incepted earlier than VSEMX: HEQFX (27 years) vs VSEMX (9 years). HEQFX (1.78) is less costly to investors than VSEMX (0.02). HEQFX is a more actively managed with annual turnover of: 54.00 vs. VSEMX (11.00). HEQFX has a lower initial minimum investment than VSEMX: HEQFX (2000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 17.51 vs. HEQFX (7.46). VSEMX return over 5 years is better than : 68.58 vs. HEQFX (-0.70).
| HEQFX | VSEMX | HEQFX / VSEMX | |
| Total Expense Ratio | 1.78 | 0.02 | 8,900% |
| Annual Report Gross Expense Ratio | 1.78 | 0.02 | 8,900% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 4.267 | 4.149 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 108B | 0% |
| Annual Yield % from dividends | 0.21 | 1.17 | 18% |
| Returns for 1 year | 7.46 | 17.51 | 43% |
| Returns for 3 years | -6.37 | 49.81 | -13% |
| Returns for 5 years | -0.70 | 68.58 | -1% |
| Returns for 10 years | -46.74 | N/A | - |