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HHCCX vs MERIX
HHCCX vs MERIX Comparison Chart in %
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HHCCX vs. MERIX commentary
Jul 27, 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 HHCCX is a Hold and MERIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. HHCCX (86.5M). MERIX pays higher dividends than HHCCX: MERIX (2.13) vs HHCCX (0.00). HHCCX was incepted earlier than MERIX: HHCCX (17 years) vs MERIX (12 years). HHCCX (4.07) is less costly to investors than MERIX (1.37). HHCCX is a more actively managed with annual turnover of: 607.00 vs. MERIX (153.00). HHCCX has a lower initial minimum investment than MERIX: HHCCX (2500) vs MERIX (100000). MERIX (5.91) and HHCCX (5.89) have marching annual gain over last year. MERIX return over 5 years is better than : 12.15 vs. HHCCX (0.96).
| HHCCX | MERIX | HHCCX / MERIX | |
| Total Expense Ratio | 3.38 | 1.27 | 266% |
| Annual Report Gross Expense Ratio | 4.07 | 1.37 | 297% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 4.020 | 5.851 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.5M | 2.39B | 4% |
| Annual Yield % from dividends | 0.00 | 2.13 | - |
| Returns for 1 year | 5.89 | 5.91 | 100% |
| Returns for 3 years | 16.73 | 11.53 | 145% |
| Returns for 5 years | 0.96 | 12.15 | 8% |
| Returns for 10 years | -4.19 | 28.17 | -15% |
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