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EMAAX vs MERFX
EMAAX vs MERFX Comparison Chart in %
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EMAAX vs. MERFX commentary
Oct 19, 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 Hold and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.43B vs. EMAAX (51M). MERFX pays higher dividends than EMAAX: MERFX (1.64) vs EMAAX (0.59). 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 : 9.53 vs. MERFX (5.79). EMAAX return over 5 years is better than : 20.01 vs. MERFX (10.99).
| 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 | 13.649 | 7.060 | 193% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 2.43B | 2% |
| Annual Yield % from dividends | 0.59 | 1.64 | 36% |
| Returns for 1 year | 9.53 | 5.79 | 165% |
| Returns for 3 years | 25.90 | 10.90 | 238% |
| Returns for 5 years | 20.01 | 10.99 | 182% |
| Returns for 10 years | 27.38 | 27.43 | 100% |
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