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EMAAX vs MERFX
EMAAX vs MERFX Comparison Chart in %
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EMAAX vs. MERFX commentary
Sep 26, 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 EMAAX is a Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.41B vs. EMAAX (52.9M). MERFX pays higher dividends than EMAAX: MERFX (1.65) vs EMAAX (0.60). EMAAX was incepted earlier than MERFX: EMAAX (25 years) vs MERFX (37 years). EMAAX (1.87) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EMAAX (125.00). EMAAX (6%) and MERFX (6%) have equivalent initial investment costs. EMAAX has a lower initial minimum investment than MERFX: EMAAX (1000) vs MERFX (2500). EMAAX annual gain was more profitable for investors over the last year : 12.14 vs. MERFX (5.47). EMAAX return over 5 years is better than : 25.04 vs. MERFX (10.41).
| EMAAX | MERFX | EMAAX / MERFX | |
| Total Expense Ratio | 1.87 | 1.56 | 120% |
| Annual Report Gross Expense Ratio | 1.87 | 1.67 | 112% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 14.060 | 6.009 | 234% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 2.41B | 2% |
| Annual Yield % from dividends | 0.60 | 1.65 | 36% |
| Returns for 1 year | 12.14 | 5.47 | 222% |
| Returns for 3 years | 29.79 | 10.45 | 285% |
| Returns for 5 years | 25.04 | 10.41 | 241% |
| Returns for 10 years | 32.07 | 29.33 | 109% |
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