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EVDAX vs MERFX
EVDAX vs MERFX Comparison Chart in %
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EVDAX vs. MERFX commentary
Aug 08, 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 EVDAX is a Hold and MERFX is a Buy.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.4B vs. EVDAX (96.2M). MERFX pays higher dividends than EVDAX: MERFX (1.65) vs EVDAX (0.86). EVDAX was incepted earlier than MERFX: EVDAX (22 years) vs MERFX (37 years). EVDAX (2.11) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 153.00 vs. EVDAX (48.00). MERFX initial investment is less costly to investors than EVDAX (3%) vs EVDAX (3%). EVDAX has a lower initial minimum investment than MERFX: EVDAX (2000) vs MERFX (2500). EVDAX annual gain was more profitable for investors over the last year : 6.55 vs. MERFX (5.90). EVDAX return over 5 years is better than : 56.15 vs. MERFX (10.93).
| EVDAX | MERFX | EVDAX / MERFX | |
| Total Expense Ratio | 2.02 | 1.56 | 129% |
| Annual Report Gross Expense Ratio | 2.11 | 1.67 | 126% |
| Fund Existence | 22 years | 37 years | - |
| Gain YTD | 6.546 | 5.834 | 112% |
| Front Load | 3% | 6% | 45% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 2.4B | 4% |
| Annual Yield % from dividends | 0.86 | 1.65 | 52% |
| Returns for 1 year | 6.55 | 5.90 | 111% |
| Returns for 3 years | -0.82 | 9.76 | -8% |
| Returns for 5 years | 56.15 | 10.93 | 514% |
| Returns for 10 years | 75.45 | 25.01 | 302% |
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