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HHCAX vs MERIX
HHCAX vs MERIX Comparison Chart in %
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HHCAX vs. MERIX commentary
Sep 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 HHCAX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.41B vs. HHCAX (85.8M). MERIX pays higher dividends than HHCAX: MERIX (2.10) vs HHCAX (0.22). 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 : 5.89 vs. HHCAX (4.77). MERIX return over 5 years is better than : 12.13 vs. HHCAX (3.82).
| 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 | 3.654 | 6.383 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 2.41B | 4% |
| Annual Yield % from dividends | 0.22 | 2.10 | 11% |
| Returns for 1 year | 4.77 | 5.89 | 81% |
| Returns for 3 years | 17.33 | 11.51 | 150% |
| Returns for 5 years | 3.82 | 12.13 | 31% |
| Returns for 10 years | 11.66 | 32.80 | 36% |
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