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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart
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AGEAX vs. MERIX commentary
Apr 11, 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: 2.32B vs. AGEAX (62.3M). MERIX pays higher dividends than AGEAX: MERIX (2.18) 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 (218.00). 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 : 3.56 vs. AGEAX (2.61). AGEAX return over 5 years is better than : 22.80 vs. MERIX (11.09).
| 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 | 0.512 | 2.069 | 25% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 2.32B | 3% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 2.61 | 3.56 | 73% |
| Returns for 3 years | 6.90 | 6.56 | 105% |
| Returns for 5 years | 22.80 | 11.09 | 206% |
| Returns for 10 years | 26.60 | 21.87 | 122% |
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