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
Jul 06, 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 StrongBuy and MERFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.36B vs. ARBCX (726M). MERFX pays higher dividends than ARBCX: MERFX (1.67) 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 : 5.58 vs. ARBCX (4.88). MERFX return over 5 years is better than : 10.91 vs. ARBCX (-0.65).
| 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 | 3.635 | 4.842 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 2.36B | 31% |
| Annual Yield % from dividends | 0.00 | 1.67 | - |
| Returns for 1 year | 4.88 | 5.58 | 87% |
| Returns for 3 years | 6.42 | 10.64 | 60% |
| Returns for 5 years | -0.65 | 10.91 | -6% |
| Returns for 10 years | -1.67 | 23.52 | -7% |
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 % |
| RVPHX | 8.57 | 0.10 | +1.18% |
| Royce Smaller-Companies Growth Invmt | |||
| PRACX | 48.58 | 0.40 | +0.83% |
| Putnam Research C | |||
| AEYGX | 35.40 | 0.29 | +0.83% |
| American Century Equity Growth R5 | |||
| JHUKX | 35.44 | 0.23 | +0.65% |
| JPMorgan Emerging Markets Equity R4 | |||
| MSRFX | 17.03 | 0.07 | +0.41% |
| Morgan Stanley Inst Next Gen Em Mkts R6 | |||