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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
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 AGUAX is a Hold and MEDIX is a Hold.
FUNDAMENTALS
Fundamentals
MEDIX has more cash in the bank: 7.66B vs. AGUAX (1.79B). AGUAX pays higher dividends than MEDIX: AGUAX (9.56) vs MEDIX (5.05). AGUAX was incepted earlier than MEDIX: AGUAX (12 years) vs MEDIX (28 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 : 20.36 vs. MEDIX (11.82). AGUAX return over 5 years is better than : 49.16 vs. MEDIX (14.93).
| AGUAX | MEDIX | AGUAX / MEDIX | |
| Total Expense Ratio | 1.36 | 0.82 | 166% |
| Annual Report Gross Expense Ratio | 1.36 | 0.83 | 164% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 7.575 | 2.784 | 272% |
| Front Load | 5% | 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 | 9.56 | 5.05 | 189% |
| Returns for 1 year | 20.36 | 11.82 | 172% |
| Returns for 3 years | 59.15 | 33.01 | 179% |
| Returns for 5 years | 49.16 | 14.93 | 329% |
| Returns for 10 years | 112.84 | 49.48 | 228% |
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