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AGEAX vs MERIX
AGEAX vs MERIX Comparison Chart in %
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AGEAX vs. MERIX commentary
Oct 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 MERIX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. AGEAX (59.6M). MERIX pays higher dividends than AGEAX: MERIX (2.09) 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 annual gain was more profitable for investors over the last year : 6.10 vs. AGEAX (5.60). AGEAX return over 5 years is better than : 20.89 vs. MERIX (12.61).
| 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 | 6.229 | 7.329 | 85% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 2.43B | 2% |
| Annual Yield % from dividends | 0.00 | 2.09 | - |
| Returns for 1 year | 5.60 | 6.10 | 92% |
| Returns for 3 years | 14.85 | 11.86 | 125% |
| Returns for 5 years | 20.89 | 12.61 | 166% |
| Returns for 10 years | 44.60 | 30.54 | 146% |
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