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AGUAX vs MEDIX
AGUAX vs MEDIX Comparison
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AGUAX vs MEDIX Comparison Chart in %
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AGUAX vs. MEDIX 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 MEDIX is a Hold.
FUNDAMENTALS
Fundamentals
MEDIX has more cash in the bank: 7.5B vs. AGUAX (1.96B). AGUAX pays higher dividends than MEDIX: AGUAX (9.59) vs MEDIX (5.58). AGUAX was incepted earlier than MEDIX: AGUAX (13 years) vs MEDIX (29 years). AGUAX (1.36) is less costly to investors than MEDIX (0.83). MEDIX is a more actively managed with annual turnover of: 69.00 vs. AGUAX (34.00). MEDIX has a lower initial minimum investment than AGUAX: MEDIX (0) vs AGUAX (2500). AGUAX annual gain was more profitable for investors over the last year : 16.76 vs. MEDIX (5.30). AGUAX return over 5 years is better than : 47.09 vs. MEDIX (12.30).
| AGUAX | MEDIX | AGUAX / MEDIX | |
| Total Expense Ratio | 1.36 | 0.82 | 166% |
| Annual Report Gross Expense Ratio | 1.36 | 0.83 | 164% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 9.530 | 1.765 | 540% |
| Front Load | 5% | 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 | 9.59 | 5.58 | 172% |
| Returns for 1 year | 16.76 | 5.30 | 316% |
| Returns for 3 years | 58.35 | 31.81 | 183% |
| Returns for 5 years | 47.09 | 12.30 | 383% |
| Returns for 10 years | 105.44 | 40.81 | 258% |
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