Interact to see
Advertisement
Advertisement
ARBCX vs MERFX
ARBCX vs MERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARBCX vs. MERFX commentary
Sep 17, 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 ARBCX is a Hold and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. ARBCX (738M). MERFX pays higher dividends than ARBCX: MERFX (1.65) vs ARBCX (0.00). ARBCX was incepted earlier than MERFX: ARBCX (13 years) vs MERFX (37 years). ARBCX (2.53) is less costly to investors than MERFX (1.67). ARBCX is a more actively managed with annual turnover of: 162.00 vs. MERFX (153.00). ARBCX has a lower initial minimum investment than MERFX: ARBCX (2000) vs MERFX (2500). MERFX annual gain was more profitable for investors over the last year : 5.66 vs. ARBCX (5.07). MERFX return over 5 years is better than : 10.10 vs. ARBCX (-0.40).
| ARBCX | MERFX | ARBCX / MERFX | |
| Total Expense Ratio | 2.53 | 1.56 | 162% |
| Annual Report Gross Expense Ratio | 2.53 | 1.67 | 151% |
| Fund Existence | 13 years | 37 years | - |
| Gain YTD | 5.156 | 5.834 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 2.4B | 31% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 5.07 | 5.66 | 90% |
| Returns for 3 years | 6.42 | 9.82 | 65% |
| Returns for 5 years | -0.40 | 10.10 | -4% |
| Returns for 10 years | 0.49 | 26.86 | 2% |
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 % |
| EPDIX | 12.85 | N/A | N/A |
| EuroPac International Dividend Income I | |||
| SUSYX | 15.11 | N/A | N/A |
| SEI US Managed Volatility Y (SIMT) | |||
| LAFQX | 20.75 | N/A | N/A |
| Lord Abbett Affiliated R2 | |||
| DRGTX | 108.27 | N/A | N/A |
| Virtus Zevenbergen Technology Inst | |||
| BALSX | 10.12 | -0.02 | -0.20% |
| BlackRock U.S. Insights Lon/Shr Eq Inv A | |||