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HMEZX vs MERIX
HMEZX vs MERIX Comparison Chart in %
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HMEZX 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 HMEZX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.41B vs. HMEZX (1.21B). HMEZX pays higher dividends than MERIX: HMEZX (4.98) vs MERIX (2.07). HMEZX was incepted earlier than MERIX: HMEZX (9 years) vs MERIX (12 years). HMEZX (2.10) is less costly to investors than MERIX (1.37). HMEZX is a more actively managed with annual turnover of: 406.00 vs. MERIX (153.00). HMEZX has a lower initial minimum investment than MERIX: HMEZX (2500) vs MERIX (100000). HMEZX annual gain was more profitable for investors over the last year : 5.23 vs. MERIX (0.95). HMEZX return over 5 years is better than : 22.91 vs. MERIX (2.13).
| HMEZX | MERIX | HMEZX / MERIX | |
| Total Expense Ratio | 1.90 | 1.27 | 150% |
| Annual Report Gross Expense Ratio | 2.10 | 1.37 | 153% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.966 | 0.355 | 1,400% |
| Front Load | N/A | 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 | 4.98 | 2.07 | 241% |
| Returns for 1 year | 5.23 | 0.95 | 550% |
| Returns for 3 years | 15.90 | 7.31 | 218% |
| Returns for 5 years | 22.91 | 2.13 | 1,073% |
| Returns for 10 years | N/A | 22.69 | - |
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