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HHCZX vs MERIX
HHCZX vs MERIX Comparison Chart
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HHCZX 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 HHCZX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.35B vs. HHCZX (84.8M). MERIX pays higher dividends than HHCZX: MERIX (2.14) 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). MERIX annual gain was more profitable for investors over the last year : 6.90 vs. HHCZX (4.64). MERIX return over 5 years is better than : 12.53 vs. HHCZX (10.56).
| 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 | 1.644 | 4.433 | 37% |
| Front Load | N/A | 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 | 0.55 | 2.14 | 26% |
| Returns for 1 year | 4.64 | 6.90 | 67% |
| Returns for 3 years | 21.73 | 12.26 | 177% |
| Returns for 5 years | 10.56 | 12.53 | 84% |
| Returns for 10 years | 4.47 | 24.54 | 18% |
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