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ARBFX vs MERIX
ARBFX vs MERIX Comparison Chart in %
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ARBFX vs. MERIX commentary
Jun 27, 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 Buy and MERIX is a Buy.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.35B vs. ARBFX (723M). MERIX pays higher dividends than ARBFX: MERIX (2.14) vs ARBFX (0.43). 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 (153.00). ARBFX has a lower initial minimum investment than MERIX: ARBFX (2000) vs MERIX (100000). MERIX (6.65) and ARBFX (6.35) have marching annual gain over last year. MERIX return over 5 years is better than : 12.26 vs. ARBFX (3.76).
| 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 | 3.411 | 4.492 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 2.35B | 31% |
| Annual Yield % from dividends | 0.43 | 2.14 | 20% |
| Returns for 1 year | 6.35 | 6.65 | 95% |
| Returns for 3 years | 8.78 | 11.13 | 79% |
| Returns for 5 years | 3.76 | 12.26 | 31% |
| Returns for 10 years | 6.86 | 26.04 | 26% |
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