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HHCZX vs MERIX
HHCZX vs MERIX Comparison Chart in %
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HHCZX vs. MERIX commentary
Jul 06, 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 Buy and MERIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.36B vs. HHCZX (84.1M). 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). MERIX annual gain was more profitable for investors over the last year : 5.82 vs. HHCZX (5.29). MERIX return over 5 years is better than : 12.38 vs. HHCZX (6.94).
| 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 | 3.045 | 4.965 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.1M | 2.36B | 4% |
| Annual Yield % from dividends | 0.55 | 2.13 | 26% |
| Returns for 1 year | 5.29 | 5.82 | 91% |
| Returns for 3 years | 19.77 | 11.51 | 172% |
| Returns for 5 years | 6.94 | 12.38 | 56% |
| Returns for 10 years | 6.29 | 26.44 | 24% |
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