BIGTX vs. HEQFX
Compare and contrast key facts about The Texas Fund (BIGTX) and Monteagle Opportunity Equity Fund (HEQFX).
BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013. HEQFX is managed by Monteagle Funds. It was launched on Jun 10, 1998.
Performance
BIGTX vs. HEQFX - Performance Comparison
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BIGTX vs. HEQFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
HEQFX Monteagle Opportunity Equity Fund | 2.58% | 9.63% | 7.69% | 13.38% | -5.43% | 20.00% | 12.46% | 25.07% | -11.61% | 10.48% |
Returns By Period
In the year-to-date period, BIGTX achieves a 9.34% return, which is significantly higher than HEQFX's 2.58% return. Over the past 10 years, BIGTX has outperformed HEQFX with an annualized return of 9.58%, while HEQFX has yielded a comparatively lower 8.86% annualized return.
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
HEQFX
- 1D
- 2.58%
- 1M
- -4.78%
- YTD
- 2.58%
- 6M
- 4.03%
- 1Y
- 15.35%
- 3Y*
- 10.42%
- 5Y*
- 6.81%
- 10Y*
- 8.86%
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BIGTX vs. HEQFX - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is lower than HEQFX's 1.71% expense ratio.
Return for Risk
BIGTX vs. HEQFX — Risk / Return Rank
BIGTX
HEQFX
BIGTX vs. HEQFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and Monteagle Opportunity Equity Fund (HEQFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIGTX | HEQFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.86 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.34 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.25 | +0.81 |
Martin ratioReturn relative to average drawdown | 8.80 | 5.11 | +3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIGTX | HEQFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.86 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.00 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.00 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.00 | 0.00 |
Correlation
The correlation between BIGTX and HEQFX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIGTX vs. HEQFX - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 6.75%, less than HEQFX's 10.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
HEQFX Monteagle Opportunity Equity Fund | 10.65% | 10.97% | 4.78% | 30.44% | 6.65% | 27.15% | 0.68% | 7.39% | 7.07% | 10.68% | 12.44% | 62.20% |
Drawdowns
BIGTX vs. HEQFX - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -97.22%, roughly equal to the maximum HEQFX drawdown of -99.13%. Use the drawdown chart below to compare losses from any high point for BIGTX and HEQFX.
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Drawdown Indicators
| BIGTX | HEQFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.22% | -99.13% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -12.93% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -97.22% | -99.13% | +1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -97.22% | -99.13% | +1.91% |
Current DrawdownCurrent decline from peak | -96.18% | -98.85% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -10.46% | -8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.15% | -0.41% |
Volatility
BIGTX vs. HEQFX - Volatility Comparison
The Texas Fund (BIGTX) and Monteagle Opportunity Equity Fund (HEQFX) have volatilities of 5.26% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGTX | HEQFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.09% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 10.52% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 18.84% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,245.70% | 6,749.73% | -5,504.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 880.79% | 4,773.66% | -3,892.87% |