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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Jul 23, 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 AGEAX is a StrongBuy and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. AGEAX (59.5M). MERIX pays higher dividends than AGEAX: MERIX (2.13) vs AGEAX (0.00). AGEAX was incepted earlier than MERIX: AGEAX (12 years) vs MERIX (12 years). AGEAX (1.75) is less costly to investors than MERIX (1.37). AGEAX is a more actively managed with annual turnover of: 305.00 vs. MERIX (153.00). AGEAX has a lower initial minimum investment than MERIX: AGEAX (2000) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.46 vs. AGEAX (6.02). AGEAX return over 5 years is better than : 22.80 vs. MERIX (12.14).
| AGEAX | MERIX | AGEAX / MERIX | |
| Total Expense Ratio | 1.73 | 1.27 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.37 | 128% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 5.205 | 6.028 | 86% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 2.39B | 2% |
| Annual Yield % from dividends | 0.00 | 2.13 | - |
| Returns for 1 year | 6.02 | 6.46 | 93% |
| Returns for 3 years | 14.80 | 11.66 | 127% |
| Returns for 5 years | 22.80 | 12.14 | 188% |
| Returns for 10 years | 38.76 | 28.46 | 136% |
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