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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart
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AGEAX vs. MERIX commentary
Jan 19, 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: 2.33B vs. AGEAX (68.9M). MERIX pays higher dividends than AGEAX: MERIX (2.89) vs AGEAX (0.46). AGEAX was incepted earlier than MERIX: AGEAX (12 years) vs MERIX (11 years). MERIX (218.00) and AGEAX (216.00) have comparable annual turnover. AGEAX has a lower initial minimum investment than MERIX: AGEAX (2000) vs MERIX (100000). AGEAX annual gain was more profitable for investors over the last year : 3.31 vs. MERIX (2.61). AGEAX return over 5 years is better than : 22.74 vs. MERIX (7.70).
| AGEAX | MERIX | AGEAX / MERIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 1.195 | 0.827 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 2.33B | 3% |
| Annual Yield % from dividends | 0.46 | 2.89 | 16% |
| Returns for 1 year | 3.31 | 2.61 | 127% |
| Returns for 3 years | 10.42 | 6.55 | 159% |
| Returns for 5 years | 22.74 | 7.70 | 295% |
| Returns for 10 years | 28.38 | 23.03 | 123% |
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