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ARBFX vs MERFX
ARBFX vs MERFX Comparison Chart
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ARBFX vs. MERFX commentary
Apr 16, 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 ARBFX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. ARBFX (714M). MERFX pays higher dividends than ARBFX: MERFX (1.71) vs ARBFX (0.44). ARBFX was incepted earlier than MERFX: ARBFX (25 years) vs MERFX (36 years). ARBFX (1.78) is less costly to investors than MERFX (1.67). ARBFX is a more actively managed with annual turnover of: 230.00 vs. MERFX (218.00). ARBFX has a lower initial minimum investment than MERFX: ARBFX (2000) vs MERFX (2500). MERFX annual gain was more profitable for investors over the last year : 4.25 vs. ARBFX (3.30). MERFX return over 5 years is better than : 9.40 vs. ARBFX (3.33).
| ARBFX | MERFX | ARBFX / MERFX | |
| Total Expense Ratio | 1.78 | 1.56 | 114% |
| Annual Report Gross Expense Ratio | 1.78 | 1.67 | 107% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 1.163 | 2.334 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 2.32B | 31% |
| Annual Yield % from dividends | 0.44 | 1.71 | 26% |
| Returns for 1 year | 3.30 | 4.25 | 78% |
| Returns for 3 years | 3.17 | 6.13 | 52% |
| Returns for 5 years | 3.33 | 9.40 | 35% |
| Returns for 10 years | 3.48 | 19.88 | 18% |
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