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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.36B vs. AGEAX (58.8M). MERIX pays higher dividends than AGEAX: MERIX (2.14) 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). AGEAX annual gain was more profitable for investors over the last year : 6.64 vs. MERIX (6.20). AGEAX return over 5 years is better than : 22.70 vs. MERIX (12.25).
| 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 | 4.181 | 4.787 | 87% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 2.36B | 2% |
| Annual Yield % from dividends | 0.00 | 2.14 | - |
| Returns for 1 year | 6.64 | 6.20 | 107% |
| Returns for 3 years | 14.96 | 11.32 | 132% |
| Returns for 5 years | 22.70 | 12.25 | 185% |
| Returns for 10 years | 34.67 | 25.99 | 133% |
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