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HHCAX vs MERIX
HHCAX vs MERIX Comparison Chart
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HHCAX vs. MERIX commentary
Jun 16, 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 HHCAX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.35B vs. HHCAX (84.8M). MERIX pays higher dividends than HHCAX: MERIX (2.14) vs HHCAX (0.23). HHCAX was incepted earlier than MERIX: HHCAX (17 years) vs MERIX (12 years). HHCAX (3.42) is less costly to investors than MERIX (1.37). HHCAX is a more actively managed with annual turnover of: 607.00 vs. MERIX (153.00). HHCAX has a lower initial minimum investment than MERIX: HHCAX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.90 vs. HHCAX (4.32). MERIX return over 5 years is better than : 12.53 vs. HHCAX (8.71).
| HHCAX | MERIX | HHCAX / MERIX | |
| Total Expense Ratio | 2.73 | 1.27 | 215% |
| Annual Report Gross Expense Ratio | 3.42 | 1.37 | 250% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 1.474 | 4.433 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 2.35B | 4% |
| Annual Yield % from dividends | 0.23 | 2.14 | 11% |
| Returns for 1 year | 4.32 | 6.90 | 63% |
| Returns for 3 years | 20.48 | 12.26 | 167% |
| Returns for 5 years | 8.71 | 12.53 | 69% |
| Returns for 10 years | 0.56 | 24.54 | 2% |
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