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HMECX vs MERIX
HMECX vs MERIX Comparison Chart in %
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HMECX vs. MERIX commentary
Sep 10, 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 HMECX is a Buy and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.4B vs. HMECX (1.13B). HMECX pays higher dividends than MERIX: HMECX (4.29) vs MERIX (2.10). HMECX was incepted earlier than MERIX: HMECX (9 years) vs MERIX (12 years). HMECX (3.39) is less costly to investors than MERIX (1.37). HMECX is a more actively managed with annual turnover of: 556.00 vs. MERIX (153.00). HMECX has a lower initial minimum investment than MERIX: HMECX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.64 vs. HMECX (4.75). HMECX (12.42) and MERIX (11.95) have equivalent 5 years return.
| HMECX | MERIX | HMECX / MERIX | |
| Total Expense Ratio | 3.14 | 1.27 | 247% |
| Annual Report Gross Expense Ratio | 3.39 | 1.37 | 247% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 3.386 | 6.028 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 2.4B | 47% |
| Annual Yield % from dividends | 4.29 | 2.10 | 204% |
| Returns for 1 year | 4.75 | 6.64 | 71% |
| Returns for 3 years | 12.55 | 10.31 | 122% |
| Returns for 5 years | 12.42 | 11.95 | 104% |
| Returns for 10 years | N/A | 29.71 | - |
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