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HMEAX vs MERIX
HMEAX vs MERIX Comparison Chart in %
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HMEAX vs. MERIX commentary
Dec 26, 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 HMEAX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.41B vs. HMEAX (1.21B). HMEAX pays higher dividends than MERIX: HMEAX (4.75) vs MERIX (2.07). HMEAX was incepted earlier than MERIX: HMEAX (9 years) vs MERIX (12 years). HMEAX (2.45) is less costly to investors than MERIX (1.37). HMEAX is a more actively managed with annual turnover of: 406.00 vs. MERIX (153.00). HMEAX has a lower initial minimum investment than MERIX: HMEAX (2500) vs MERIX (100000). HMEAX annual gain was more profitable for investors over the last year : 4.96 vs. MERIX (0.95). HMEAX return over 5 years is better than : 20.77 vs. MERIX (2.13).
| HMEAX | MERIX | HMEAX / MERIX | |
| Total Expense Ratio | 2.25 | 1.27 | 177% |
| Annual Report Gross Expense Ratio | 2.45 | 1.37 | 179% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.693 | 0.355 | 1,324% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 2.41B | 50% |
| Annual Yield % from dividends | 4.75 | 2.07 | 230% |
| Returns for 1 year | 4.96 | 0.95 | 522% |
| Returns for 3 years | 14.75 | 7.31 | 202% |
| Returns for 5 years | 20.77 | 2.13 | 973% |
| Returns for 10 years | N/A | 22.69 | - |
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