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HHCZX vs MERIX
HHCZX vs MERIX Comparison Chart in %
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HHCZX vs. MERIX commentary
Jul 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 HHCZX is a Hold and MERIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.39B vs. HHCZX (86.5M). MERIX pays higher dividends than HHCZX: MERIX (2.13) vs HHCZX (0.55). HHCZX was incepted earlier than MERIX: HHCZX (17 years) vs MERIX (12 years). HHCZX (3.07) is less costly to investors than MERIX (1.37). HHCZX is a more actively managed with annual turnover of: 607.00 vs. MERIX (153.00). HHCZX has a lower initial minimum investment than MERIX: HHCZX (2500) vs MERIX (100000). HHCZX annual gain was more profitable for investors over the last year : 7.04 vs. MERIX (5.91). MERIX return over 5 years is better than : 12.15 vs. HHCZX (6.17).
| HHCZX | MERIX | HHCZX / MERIX | |
| Total Expense Ratio | 2.38 | 1.27 | 187% |
| Annual Report Gross Expense Ratio | 3.07 | 1.37 | 224% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 4.689 | 5.851 | 80% |
| 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 | 0.55 | 2.13 | 26% |
| Returns for 1 year | 7.04 | 5.91 | 119% |
| Returns for 3 years | 20.28 | 11.53 | 176% |
| Returns for 5 years | 6.17 | 12.15 | 51% |
| Returns for 10 years | 6.20 | 28.17 | 22% |
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