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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Nov 14, 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 MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.45B vs. AGEAX (58.6M). MERIX pays higher dividends than AGEAX: MERIX (2.07) vs AGEAX (0.00). AGEAX was incepted earlier than MERIX: AGEAX (12 years) vs MERIX (12 years). AGEAX (1.88) is less costly to investors than MERIX (1.37). AGEAX is a more actively managed with annual turnover of: 195.00 vs. MERIX (153.00). AGEAX has a lower initial minimum investment than MERIX: AGEAX (2000) vs MERIX (100000). MERIX (7.55) and AGEAX (7.26) have marching annual gain over last year. AGEAX return over 5 years is better than : 20.93 vs. MERIX (12.33).
| AGEAX | MERIX | AGEAX / MERIX | |
| Total Expense Ratio | 1.71 | 1.27 | 135% |
| Annual Report Gross Expense Ratio | 1.88 | 1.37 | 137% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.082 | 7.801 | 91% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 2.45B | 2% |
| Annual Yield % from dividends | 0.00 | 2.07 | - |
| Returns for 1 year | 7.26 | 7.55 | 96% |
| Returns for 3 years | 16.74 | 12.93 | 129% |
| Returns for 5 years | 20.93 | 12.33 | 170% |
| Returns for 10 years | 47.88 | 32.05 | 149% |
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