Ad is loading...
ARBNX vs MERFX
ARBNX vs MERFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARBNX vs. MERFX commentary
May 09, 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 ARBNX is a Buy and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.32B vs. ARBNX (716M). MERFX pays higher dividends than ARBNX: MERFX (1.69) vs ARBNX (0.69). ARBNX was incepted earlier than MERFX: ARBNX (22 years) vs MERFX (36 years). MERFX (1.67) is less costly to investors than ARBNX (1.53). ARBNX is a more actively managed with annual turnover of: 230.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than ARBNX: MERFX (2500) vs ARBNX (100000). ARBNX annual gain was more profitable for investors over the last year : 5.23 vs. MERFX (4.90). MERFX return over 5 years is better than : 8.61 vs. ARBNX (3.74).
| ARBNX | MERFX | ARBNX / MERFX | |
| Total Expense Ratio | 1.53 | 1.56 | 98% |
| Annual Report Gross Expense Ratio | 1.53 | 1.67 | 92% |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 2.308 | 3.209 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 2.32B | 31% |
| Annual Yield % from dividends | 0.69 | 1.69 | 41% |
| Returns for 1 year | 5.23 | 4.90 | 107% |
| Returns for 3 years | 6.99 | 8.10 | 86% |
| Returns for 5 years | 3.74 | 8.61 | 43% |
| Returns for 10 years | 7.45 | 20.53 | 36% |
View a ticker or compare two or three
VS
VS
Ad is loading...