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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart
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AGEAX vs. MERIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.35B vs. AGEAX (67.8M). 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). MERIX annual gain was more profitable for investors over the last year : 2.97 vs. AGEAX (1.66). AGEAX return over 5 years is better than : 21.30 vs. MERIX (7.05).
| 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 | 1.480 | 2.771 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 2.35B | 3% |
| Annual Yield % from dividends | 0.46 | 2.89 | 16% |
| Returns for 1 year | 1.66 | 2.97 | 56% |
| Returns for 3 years | 7.36 | 5.85 | 126% |
| Returns for 5 years | 21.30 | 7.05 | 302% |
| Returns for 10 years | 26.09 | 21.26 | 123% |
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