AGUAX
Price
$7.76
Change
-$0.02 (-0.26%)
Updated
Sep 11 closing price
Net Assets
1.96B
MEDCX
Price
$12.54
Change
-$0.08 (-0.63%)
Updated
Sep 11 closing price
Net Assets
7.5B
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AGUAX vs MEDCX

AGUAX vs MEDCX Comparison Chart in %
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AGUAX vs. MEDCX 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 AGUAX is a Hold and MEDCX is a Hold.

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FUNDAMENTALS
Fundamentals
MEDCX has more cash in the bank: 7.5B vs. AGUAX (1.96B). AGUAX pays higher dividends than MEDCX: AGUAX (9.59) vs MEDCX (4.58). AGUAX was incepted earlier than MEDCX: AGUAX (13 years) vs MEDCX (24 years). MEDCX (1.83) is less costly to investors than AGUAX (1.36). MEDCX is a more actively managed with annual turnover of: 69.00 vs. AGUAX (34.00). MEDCX has a lower initial minimum investment than AGUAX: MEDCX (1000) vs AGUAX (2500). AGUAX annual gain was more profitable for investors over the last year : 16.76 vs. MEDCX (4.25). AGUAX return over 5 years is better than : 47.09 vs. MEDCX (6.82).
AGUAXMEDCXAGUAX / MEDCX
Total Expense Ratio1.361.8275%
Annual Report Gross Expense Ratio1.361.8374%
Fund Existence13 years24 years-
Gain YTD9.5301.097869%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.96B7.5B26%
Annual Yield % from dividends9.594.58210%
Returns for 1 year16.764.25394%
Returns for 3 years58.3527.94209%
Returns for 5 years47.096.82690%
Returns for 10 years105.4427.47384%
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