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AGEPX vs MEDEX
AGEPX vs MEDEX Comparison
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AGEPX vs MEDEX Comparison Chart in %
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AGEPX vs. MEDEX 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 AGEPX is a Hold and MEDEX is a Hold.
FUNDAMENTALS
Fundamentals
MEDEX has more cash in the bank: 7.66B vs. AGEPX (1.79B). AGEPX pays higher dividends than MEDEX: AGEPX (9.59) vs MEDEX (4.56). AGEPX was incepted earlier than MEDEX: AGEPX (12 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 : 20.25 vs. MEDEX (11.30). AGEPX return over 5 years is better than : 49.06 vs. MEDEX (12.12).
| AGEPX | MEDEX | AGEPX / MEDEX | |
| Total Expense Ratio | 1.33 | 1.32 | 101% |
| Annual Report Gross Expense Ratio | 1.33 | 1.33 | 100% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.447 | 2.565 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 7.66B | 23% |
| Annual Yield % from dividends | 9.59 | 4.56 | 210% |
| Returns for 1 year | 20.25 | 11.30 | 179% |
| Returns for 3 years | 58.87 | 31.04 | 190% |
| Returns for 5 years | 49.06 | 12.12 | 405% |
| Returns for 10 years | 113.40 | 42.26 | 268% |
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