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AGEIX vs MEDAX
AGEIX vs MEDAX Comparison
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AGEIX vs MEDAX Comparison Chart in %
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AGEIX vs. MEDAX commentary
Jun 19, 2026
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 AGEIX is a Hold and MEDAX is a Hold.
FUNDAMENTALS
Fundamentals
MEDAX has more cash in the bank: 7.66B vs. AGEIX (1.79B). AGEIX pays higher dividends than MEDAX: AGEIX (9.81) vs MEDAX (4.80). AGEIX was incepted earlier than MEDAX: AGEIX (12 years) vs MEDAX (28 years). MEDAX (1.08) and AGEIX (1.07) have similar cost to investors . MEDAX is a more actively managed with annual turnover of: 69.00 vs. AGEIX (34.00). MEDAX has a lower initial minimum investment than AGEIX: MEDAX (1000) vs AGEIX (250000). AGEIX annual gain was more profitable for investors over the last year : 20.69 vs. MEDAX (11.52). AGEIX return over 5 years is better than : 51.37 vs. MEDAX (13.55).
| AGEIX | MEDAX | AGEIX / MEDAX | |
| Total Expense Ratio | 1.07 | 1.07 | 100% |
| Annual Report Gross Expense Ratio | 1.07 | 1.08 | 99% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 7.555 | 2.675 | 282% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 7.66B | 23% |
| Annual Yield % from dividends | 9.81 | 4.80 | 204% |
| Returns for 1 year | 20.69 | 11.52 | 180% |
| Returns for 3 years | 60.30 | 31.97 | 189% |
| Returns for 5 years | 51.37 | 13.55 | 379% |
| Returns for 10 years | 120.37 | 45.93 | 262% |
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