HEQFX vs. FSMDX
Compare and contrast key facts about Monteagle Opportunity Equity Fund (HEQFX) and Fidelity Mid Cap Index Fund (FSMDX).
HEQFX is managed by Monteagle Funds. It was launched on Jun 10, 1998. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
HEQFX vs. FSMDX - Performance Comparison
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HEQFX vs. FSMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HEQFX Monteagle Opportunity Equity Fund | 0.00% | 9.63% | 7.69% | 13.38% | -5.43% | 20.00% | 12.46% | 25.07% | -11.61% | 10.48% |
FSMDX Fidelity Mid Cap Index Fund | -1.30% | 10.58% | 15.55% | 17.20% | -17.27% | 22.56% | 17.13% | 30.53% | -9.38% | 18.04% |
Returns By Period
Over the past 10 years, HEQFX has underperformed FSMDX with an annualized return of 8.58%, while FSMDX has yielded a comparatively higher 10.52% annualized return.
HEQFX
- 1D
- -0.21%
- 1M
- -6.99%
- YTD
- 0.00%
- 6M
- 1.42%
- 1Y
- 13.19%
- 3Y*
- 9.49%
- 5Y*
- 6.57%
- 10Y*
- 8.58%
FSMDX
- 1D
- -0.76%
- 1M
- -7.77%
- YTD
- -1.30%
- 6M
- -1.14%
- 1Y
- 13.02%
- 3Y*
- 12.41%
- 5Y*
- 6.74%
- 10Y*
- 10.52%
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HEQFX vs. FSMDX - Expense Ratio Comparison
HEQFX has a 1.71% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Return for Risk
HEQFX vs. FSMDX — Risk / Return Rank
HEQFX
FSMDX
HEQFX vs. FSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monteagle Opportunity Equity Fund (HEQFX) and Fidelity Mid Cap Index Fund (FSMDX). 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.
| HEQFX | FSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.72 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.13 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.87 | +0.02 |
Martin ratioReturn relative to average drawdown | 3.67 | 4.07 | -0.40 |
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
| HEQFX | FSMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.72 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.37 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.55 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.65 | -0.65 |
Correlation
The correlation between HEQFX and FSMDX is 0.93, 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
HEQFX vs. FSMDX - Dividend Comparison
HEQFX's dividend yield for the trailing twelve months is around 10.93%, more than FSMDX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEQFX Monteagle Opportunity Equity Fund | 10.93% | 10.97% | 4.78% | 30.44% | 6.65% | 27.15% | 0.68% | 7.39% | 7.07% | 10.68% | 12.44% | 62.20% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.10% | 2.46% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.21% | 2.17% | 2.23% | 2.84% |
Drawdowns
HEQFX vs. FSMDX - Drawdown Comparison
The maximum HEQFX drawdown since its inception was -99.13%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for HEQFX and FSMDX.
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Drawdown Indicators
| HEQFX | FSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.13% | -40.35% | -58.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -13.42% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -99.13% | -26.07% | -73.06% |
Max Drawdown (10Y)Largest decline over 10 years | -99.13% | -40.35% | -58.78% |
Current DrawdownCurrent decline from peak | -98.88% | -8.16% | -90.72% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -5.00% | -5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.86% | +0.27% |
Volatility
HEQFX vs. FSMDX - Volatility Comparison
The current volatility for Monteagle Opportunity Equity Fund (HEQFX) is 4.21%, while Fidelity Mid Cap Index Fund (FSMDX) has a volatility of 4.74%. This indicates that HEQFX experiences smaller price fluctuations and is considered to be less risky than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HEQFX | FSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 4.74% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 10.17% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 18.96% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6,749.73% | 18.23% | +6,731.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4,773.66% | 19.28% | +4,754.38% |