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EVDAX vs MERIX
EVDAX vs MERIX Comparison Chart in %
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EVDAX vs. MERIX commentary
Jul 07, 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: 2.36B vs. EVDAX (95.6M). 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 : 8.49 vs. MERIX (5.82). EVDAX return over 5 years is better than : 61.35 vs. MERIX (12.38).
| 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 | 5.992 | 4.965 | 121% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 2.36B | 4% |
| Annual Yield % from dividends | 0.87 | 2.13 | 41% |
| Returns for 1 year | 8.49 | 5.82 | 146% |
| Returns for 3 years | 1.12 | 11.51 | 10% |
| Returns for 5 years | 61.35 | 12.38 | 496% |
| Returns for 10 years | 72.04 | 26.44 | 272% |
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