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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Sep 16, 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: 2.4B vs. AGEAX (59.8M). MERIX pays higher dividends than AGEAX: MERIX (2.10) 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). AGEAX (6.24) and MERIX (6.03) have marching annual gain over last year. AGEAX return over 5 years is better than : 21.87 vs. MERIX (12.14).
| 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 | 6.058 | 6.028 | 100% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 2.4B | 2% |
| Annual Yield % from dividends | 0.00 | 2.10 | - |
| Returns for 1 year | 6.24 | 6.03 | 104% |
| Returns for 3 years | 14.56 | 10.57 | 138% |
| Returns for 5 years | 21.87 | 12.14 | 180% |
| Returns for 10 years | 41.55 | 29.71 | 140% |
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