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ARBCX vs MERFX
ARBCX vs MERFX Comparison Chart
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ARBCX vs. MERFX commentary
Jan 19, 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 Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.33B vs. ARBCX (933M). MERFX pays higher dividends than ARBCX: MERFX (2.58) vs ARBCX (0.00). ARBCX was incepted earlier than MERFX: ARBCX (13 years) vs MERFX (36 years). MERFX is a more actively managed with annual turnover of: 218.00 vs. ARBCX (197.00). ARBCX has a lower initial minimum investment than MERFX: ARBCX (2000) vs MERFX (2500). ARBCX (2.40) and MERFX (2.35) have marching annual gain over last year. MERFX return over 5 years is better than : 6.16 vs. ARBCX (-3.16).
| ARBCX | MERFX | ARBCX / MERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 36 years | - |
| Gain YTD | 0.930 | 0.817 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 2.33B | 40% |
| Annual Yield % from dividends | 0.00 | 2.58 | - |
| Returns for 1 year | 2.40 | 2.35 | 102% |
| Returns for 3 years | 2.14 | 5.71 | 37% |
| Returns for 5 years | -3.16 | 6.16 | -51% |
| Returns for 10 years | -4.24 | 20.07 | -21% |
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