Monteagle Opportunity Equity Fund (HEQFX) Alternatives
Monteagle Opportunity Equity Fund (HEQFX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HEQFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HEQFX
HEQFX charges 1.71% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among HEQFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | HEQFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | HEQFX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | HEQFX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | HEQFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | HEQFX vs VEMPX |
Best Risk-Adjusted Alternatives to HEQFX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | HEQFX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | HEQFX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | HEQFX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | HEQFX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | HEQFX vs BIGTX |
Top Performing HEQFX Alternatives (YTD)
HEQFX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | HEQFX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | HEQFX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | HEQFX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | HEQFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | HEQFX vs FTSIX |
Lowest Volatility Alternatives to HEQFX
HEQFX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | HEQFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | HEQFX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | HEQFX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | HEQFX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | HEQFX vs GABVX |
Lowest Drawdown Alternatives to HEQFX
HEQFX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | HEQFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | HEQFX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | HEQFX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | HEQFX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | HEQFX vs KMVAX |
Other Mutual Funds from Monteagle Funds
Most popular Monteagle Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Monteagle Select Value Fund | Mid Cap Value Equities | 43 | -0.87% | Mar 30, 1998 | HEQFX vs MVEIX |
Compare HEQFX with Any Fund or Stock
Compare HEQFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.