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AGEAX vs MERFX
AGEAX vs MERFX Comparison Chart in %
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AGEAX vs. MERFX commentary
Aug 18, 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 AGEAX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.39B vs. AGEAX (59.8M). MERFX pays higher dividends than AGEAX: MERFX (1.65) vs AGEAX (0.00). AGEAX was incepted earlier than MERFX: AGEAX (12 years) vs MERFX (37 years). AGEAX (1.75) and MERFX (1.67) have similar cost to investors . AGEAX is a more actively managed with annual turnover of: 305.00 vs. MERFX (153.00). MERFX initial investment is less costly to investors than AGEAX (3%) vs AGEAX (3%). AGEAX has a lower initial minimum investment than MERFX: AGEAX (2000) vs MERFX (2500). AGEAX (5.27) and MERFX (5.24) have marching annual gain over last year. AGEAX return over 5 years is better than : 22.43 vs. MERFX (10.48).
| AGEAX | MERFX | AGEAX / MERFX | |
| Total Expense Ratio | 1.73 | 1.56 | 111% |
| Annual Report Gross Expense Ratio | 1.75 | 1.67 | 105% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | 5.717 | 5.834 | 98% |
| Front Load | 3% | 6% | 59% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 2.39B | 2% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 5.27 | 5.24 | 101% |
| Returns for 3 years | 13.05 | 9.20 | 142% |
| Returns for 5 years | 22.43 | 10.48 | 214% |
| Returns for 10 years | 39.58 | 24.85 | 159% |
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