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ARBFX vs MERIX
ARBFX vs MERIX Comparison Chart
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ARBFX vs. MERIX 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 MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.32B vs. ARBFX (714M). MERIX pays higher dividends than ARBFX: MERIX (2.18) vs ARBFX (0.44). ARBFX was incepted earlier than MERIX: ARBFX (25 years) vs MERIX (12 years). ARBFX (1.78) is less costly to investors than MERIX (1.37). ARBFX is a more actively managed with annual turnover of: 230.00 vs. MERIX (218.00). ARBFX has a lower initial minimum investment than MERIX: ARBFX (2000) vs MERIX (100000). MERIX annual gain was more profitable for investors over the last year : 4.54 vs. ARBFX (3.30). MERIX return over 5 years is better than : 10.95 vs. ARBFX (3.33).
| ARBFX | MERIX | ARBFX / MERIX | |
| Total Expense Ratio | 1.78 | 1.27 | 140% |
| Annual Report Gross Expense Ratio | 1.78 | 1.37 | 130% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 1.163 | 2.423 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 2.32B | 31% |
| Annual Yield % from dividends | 0.44 | 2.18 | 20% |
| Returns for 1 year | 3.30 | 4.54 | 73% |
| Returns for 3 years | 3.17 | 6.99 | 45% |
| Returns for 5 years | 3.33 | 10.95 | 30% |
| Returns for 10 years | 3.48 | 22.76 | 15% |
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