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EVDIX vs MERIX
EVDIX vs MERIX Comparison Chart in %
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EVDIX vs. MERIX commentary
Jul 17, 2025
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 EVDIX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.37B vs. EVDIX (95M). MERIX pays higher dividends than EVDIX: MERIX (2.13) vs EVDIX (1.14). EVDIX was incepted earlier than MERIX: EVDIX (15 years) vs MERIX (12 years). EVDIX (1.84) is less costly to investors than MERIX (1.37). MERIX is a more actively managed with annual turnover of: 153.00 vs. EVDIX (48.00). MERIX has a lower initial minimum investment than EVDIX: MERIX (100000) vs EVDIX (1000000). EVDIX annual gain was more profitable for investors over the last year : 6.42 vs. MERIX (5.68). EVDIX return over 5 years is better than : 60.08 vs. MERIX (11.45).
| EVDIX | MERIX | EVDIX / MERIX | |
| Total Expense Ratio | 1.77 | 1.27 | 139% |
| Annual Report Gross Expense Ratio | 1.84 | 1.37 | 134% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 5.558 | 5.378 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 2.37B | 4% |
| Annual Yield % from dividends | 1.14 | 2.13 | 54% |
| Returns for 1 year | 6.42 | 5.68 | 113% |
| Returns for 3 years | 2.87 | 11.29 | 25% |
| Returns for 5 years | 60.08 | 11.45 | 525% |
| Returns for 10 years | 75.04 | 26.62 | 282% |
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