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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Oct 08, 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 Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. AGEAX (59.6M). MERIX pays higher dividends than AGEAX: MERIX (2.09) 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: 195.00 vs. MERIX (153.00). AGEAX has a lower initial minimum investment than MERIX: AGEAX (2000) vs MERIX (100000). MERIX (6.23) and AGEAX (6.13) have marching annual gain over last year. AGEAX return over 5 years is better than : 21.10 vs. MERIX (12.36).
| 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 | 6.314 | 7.033 | 90% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 2.43B | 2% |
| Annual Yield % from dividends | 0.00 | 2.09 | - |
| Returns for 1 year | 6.13 | 6.23 | 98% |
| Returns for 3 years | 15.37 | 11.74 | 131% |
| Returns for 5 years | 21.10 | 12.36 | 171% |
| Returns for 10 years | 44.55 | 30.26 | 147% |
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