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HMEZX vs MERIX
HMEZX vs MERIX Comparison Chart in %
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HMEZX 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 HMEZX is a Buy and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.4B vs. HMEZX (1.13B). HMEZX pays higher dividends than MERIX: HMEZX (5.02) vs MERIX (2.10). HMEZX was incepted earlier than MERIX: HMEZX (9 years) vs MERIX (12 years). HMEZX (2.39) is less costly to investors than MERIX (1.37). HMEZX is a more actively managed with annual turnover of: 556.00 vs. MERIX (153.00). HMEZX has a lower initial minimum investment than MERIX: HMEZX (2500) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 6.64 vs. HMEZX (5.83). HMEZX return over 5 years is better than : 18.64 vs. MERIX (11.95).
| HMEZX | MERIX | HMEZX / MERIX | |
| Total Expense Ratio | 2.14 | 1.27 | 169% |
| Annual Report Gross Expense Ratio | 2.39 | 1.37 | 174% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.121 | 6.028 | 68% |
| 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 | 5.02 | 2.10 | 239% |
| Returns for 1 year | 5.83 | 6.64 | 88% |
| Returns for 3 years | 16.04 | 10.31 | 156% |
| Returns for 5 years | 18.64 | 11.95 | 156% |
| Returns for 10 years | N/A | 29.71 | - |
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