Ad is loading...
CMRAX vs MERFX
CMRAX vs MERFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMRAX vs. MERFX commentary
Apr 10, 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 CMRAX is a Hold and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.31B vs. CMRAX (1.93M). MERFX pays higher dividends than CMRAX: MERFX (1.71) vs CMRAX (1.14). CMRAX was incepted earlier than MERFX: CMRAX (2 years) vs MERFX (36 years). CMRAX (12.56) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 218.00 vs. CMRAX (136.00). MERFX initial investment is less costly to investors than CMRAX (3%) vs CMRAX (3%). CMRAX (2500) and MERFX (2500) have matching initial minimum investment requirements. MERFX annual gain was more profitable for investors over the last year : 3.47 vs. CMRAX (-3.36).
| CMRAX | MERFX | CMRAX / MERFX | |
| Total Expense Ratio | 2.16 | 1.56 | 138% |
| Annual Report Gross Expense Ratio | 12.56 | 1.67 | 752% |
| Fund Existence | 2 years | 36 years | - |
| Gain YTD | -4.665 | 2.042 | -228% |
| Front Load | 3% | 6% | 50% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93M | 2.31B | 0% |
| Annual Yield % from dividends | 1.14 | 1.71 | 67% |
| Returns for 1 year | -3.36 | 3.47 | -97% |
| Returns for 3 years | N/A | 5.77 | - |
| Returns for 5 years | N/A | 9.67 | - |
| Returns for 10 years | -64.82 | 19.09 | -340% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MFCIX | 31.21 | N/A | N/A |
| Meridian Contrarian Investor | |||
| OFIGX | 9.79 | N/A | N/A |
| Oberweis Focused International Gr Fd | |||
| MUESX | 28.28 | N/A | N/A |
| MFS Blended Research Core Equity R2 | |||
| VSOIX | 38.85 | N/A | N/A |
| Victory Sycamore Small Company Opp I | |||
| VSFCX | 17.40 | -0.45 | -2.52% |
| Federated Hermes Clover Small Value C | |||