Interact to see
Advertisement
Advertisement
HMEZX vs MERIX
HMEZX vs MERIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMEZX vs. MERIX commentary
Oct 20, 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 Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.43B vs. HMEZX (1.16B). HMEZX pays higher dividends than MERIX: HMEZX (5.04) vs MERIX (2.09). 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: 406.00 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 : 6.10 vs. HMEZX (5.61). HMEZX return over 5 years is better than : 19.08 vs. MERIX (12.61).
| 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 | 5.071 | 7.329 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 2.43B | 48% |
| Annual Yield % from dividends | 5.04 | 2.09 | 241% |
| Returns for 1 year | 5.61 | 6.10 | 92% |
| Returns for 3 years | 17.08 | 11.86 | 144% |
| Returns for 5 years | 19.08 | 12.61 | 151% |
| Returns for 10 years | N/A | 30.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSVFX | 11.65 | 0.07 | +0.60% |
| LSV Global Managed Volatility Instl | |||
| JEPCX | 14.12 | 0.08 | +0.57% |
| JPMorgan Equity Premium Income C | |||
| VSRDX | 19.80 | 0.10 | +0.51% |
| VALIC Company I U.S. Socially Rspnb | |||
| KCEIX | 12.10 | 0.06 | +0.50% |
| Knights of Columbus Long/Short Eq I | |||
| GLCGX | 35.12 | 0.12 | +0.34% |
| Goldman Sachs Large Cap Gr Insghts A | |||