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AGEPX vs MEDEX
AGEPX vs MEDEX Comparison
Open Charts AGEPX vs MEDEX
AGEPX vs MEDEX Comparison Chart in %
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AGEPX vs. MEDEX commentary
Sep 15, 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 AGEPX is a Hold and MEDEX is a Hold.
FUNDAMENTALS
Fundamentals
MEDEX has more cash in the bank: 7.5B vs. AGEPX (1.96B). AGEPX pays higher dividends than MEDEX: AGEPX (9.60) vs MEDEX (5.08). AGEPX was incepted earlier than MEDEX: AGEPX (13 years) vs MEDEX (18 years). AGEPX (1.33) and MEDEX (1.33) have similar cost to investors . MEDEX is a more actively managed with annual turnover of: 69.00 vs. AGEPX (34.00). MEDEX has a lower initial minimum investment than AGEPX: MEDEX (0) vs AGEPX (2500). AGEPX annual gain was more profitable for investors over the last year : 16.79 vs. MEDEX (4.77). AGEPX return over 5 years is better than : 47.03 vs. MEDEX (9.57).
| AGEPX | MEDEX | AGEPX / MEDEX | |
| Total Expense Ratio | 1.33 | 1.32 | 101% |
| Annual Report Gross Expense Ratio | 1.33 | 1.33 | 100% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 9.543 | 1.438 | 664% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 7.5B | 26% |
| Annual Yield % from dividends | 9.60 | 5.08 | 189% |
| Returns for 1 year | 16.79 | 4.77 | 352% |
| Returns for 3 years | 58.26 | 29.87 | 195% |
| Returns for 5 years | 47.03 | 9.57 | 492% |
| Returns for 10 years | 106.24 | 34.06 | 312% |
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