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ARBCX vs MERFX
ARBCX vs MERFX Comparison Chart
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ARBCX vs. MERFX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.35B vs. ARBCX (725M). MERFX pays higher dividends than ARBCX: MERFX (1.68) vs ARBCX (0.00). ARBCX was incepted earlier than MERFX: ARBCX (13 years) vs MERFX (36 years). ARBCX (2.53) is less costly to investors than MERFX (1.67). ARBCX is a more actively managed with annual turnover of: 230.00 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 : 6.65 vs. ARBCX (5.01). MERFX return over 5 years is better than : 11.06 vs. ARBCX (-0.98).
| 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 | 36 years | - |
| Gain YTD | 2.705 | 4.376 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 2.35B | 31% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 5.01 | 6.65 | 75% |
| Returns for 3 years | 7.52 | 11.45 | 66% |
| Returns for 5 years | -0.98 | 11.06 | -9% |
| Returns for 10 years | -4.02 | 21.73 | -18% |
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