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HHCAX vs MERIX
HHCAX vs MERIX Comparison Chart in %
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HHCAX vs. MERIX commentary
Feb 04, 2026
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 HHCAX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. HHCAX (89.6M). MERIX pays higher dividends than HHCAX: MERIX (4.38) vs HHCAX (0.00). HHCAX was incepted earlier than MERIX: HHCAX (18 years) vs MERIX (13 years). HHCAX (3.10) is less costly to investors than MERIX (1.37). HHCAX is a more actively managed with annual turnover of: 397.00 vs. MERIX (153.00). HHCAX has a lower initial minimum investment than MERIX: HHCAX (2500) vs MERIX (100000). HHCAX annual gain was more profitable for investors over the last year : 5.90 vs. MERIX (4.26). MERIX return over 5 years is better than : 8.38 vs. HHCAX (-10.54).
| HHCAX | MERIX | HHCAX / MERIX | |
| Total Expense Ratio | 2.65 | 1.27 | 209% |
| Annual Report Gross Expense Ratio | 3.10 | 1.37 | 226% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 0.786 | 0.235 | 334% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.6M | 2.43B | 4% |
| Annual Yield % from dividends | 0.00 | 4.38 | - |
| Returns for 1 year | 5.90 | 4.26 | 138% |
| Returns for 3 years | 19.84 | 12.07 | 164% |
| Returns for 5 years | -10.54 | 8.38 | -126% |
| Returns for 10 years | 47.32 | 31.34 | 151% |
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