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EVDAX vs MERFX
EVDAX vs MERFX Comparison Chart
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EVDAX vs. MERFX commentary
Feb 23, 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 Buy and MERFX is a Hold.
FUNDAMENTALS
Fundamentals
MERFX has more cash in the bank: 2.33B vs. EVDAX (91.6M). MERFX pays higher dividends than EVDAX: MERFX (2.58) vs EVDAX (1.05). EVDAX was incepted earlier than MERFX: EVDAX (21 years) vs MERFX (36 years). MERFX is a more actively managed with annual turnover of: 218.00 vs. EVDAX (102.00). 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 : 8.46 vs. MERFX (3.12). EVDAX return over 5 years is better than : 45.52 vs. MERFX (6.28).
| EVDAX | MERFX | EVDAX / MERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 2.064 | 1.342 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.6M | 2.33B | 4% |
| Annual Yield % from dividends | 1.05 | 2.58 | 41% |
| Returns for 1 year | 8.46 | 3.12 | 271% |
| Returns for 3 years | -4.42 | 5.47 | -81% |
| Returns for 5 years | 45.52 | 6.28 | 725% |
| Returns for 10 years | 64.18 | 18.72 | 343% |
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