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EVDAX vs MERIX
EVDAX vs MERIX Comparison Chart in %
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EVDAX vs. MERIX commentary
Jul 28, 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 EVDAX is a Buy and MERIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. EVDAX (96.4M). MERIX pays higher dividends than EVDAX: MERIX (2.13) vs EVDAX (0.87). EVDAX was incepted earlier than MERIX: EVDAX (22 years) vs MERIX (12 years). EVDAX (2.11) is less costly to investors than MERIX (1.37). MERIX is a more actively managed with annual turnover of: 153.00 vs. EVDAX (48.00). EVDAX has a lower initial minimum investment than MERIX: EVDAX (2000) vs MERIX (100000). EVDAX annual gain was more profitable for investors over the last year : 6.87 vs. MERIX (5.91). EVDAX return over 5 years is better than : 58.88 vs. MERIX (12.15).
| EVDAX | MERIX | EVDAX / MERIX | |
| Total Expense Ratio | 2.02 | 1.27 | 159% |
| Annual Report Gross Expense Ratio | 2.11 | 1.37 | 154% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 6.546 | 5.851 | 112% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 2.39B | 4% |
| Annual Yield % from dividends | 0.87 | 2.13 | 41% |
| Returns for 1 year | 6.87 | 5.91 | 116% |
| Returns for 3 years | 0.99 | 11.53 | 9% |
| Returns for 5 years | 58.88 | 12.15 | 485% |
| Returns for 10 years | 74.52 | 28.17 | 265% |
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