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ARBNX vs MERFX
ARBNX vs MERFX Comparison Chart in %
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ARBNX vs. MERFX commentary
Sep 30, 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 Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. ARBNX (735M). MERFX pays higher dividends than ARBNX: MERFX (1.65) vs ARBNX (0.67). ARBNX was incepted earlier than MERFX: ARBNX (22 years) vs MERFX (37 years). MERFX (1.67) is less costly to investors than ARBNX (1.53). ARBNX is a more actively managed with annual turnover of: 162.00 vs. MERFX (153.00). MERFX has a lower initial minimum investment than ARBNX: MERFX (2500) vs ARBNX (100000). ARBNX (5.78) and MERFX (5.65) have marching annual gain over last year. MERFX return over 5 years is better than : 10.59 vs. ARBNX (6.04).
| 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 | 37 years | - |
| Gain YTD | 5.733 | 6.184 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 2.41B | 30% |
| Annual Yield % from dividends | 0.67 | 1.65 | 41% |
| Returns for 1 year | 5.78 | 5.65 | 102% |
| Returns for 3 years | 10.91 | 10.63 | 103% |
| Returns for 5 years | 6.04 | 10.59 | 57% |
| Returns for 10 years | 14.58 | 29.80 | 49% |
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