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EVDAX vs MERFX
EVDAX vs MERFX Comparison Chart
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EVDAX vs. MERFX commentary
Apr 18, 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: 2.32B vs. EVDAX (90.6M). MERFX pays higher dividends than EVDAX: MERFX (1.71) vs EVDAX (0.88). EVDAX was incepted earlier than MERFX: EVDAX (21 years) vs MERFX (36 years). EVDAX (2.11) is less costly to investors than MERFX (1.67). MERFX is a more actively managed with annual turnover of: 218.00 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 : 5.49 vs. MERFX (4.31). EVDAX return over 5 years is better than : 78.00 vs. MERFX (9.08).
| EVDAX | MERFX | EVDAX / MERFX | |
| Total Expense Ratio | 2.02 | 1.56 | 129% |
| Annual Report Gross Expense Ratio | 2.11 | 1.67 | 126% |
| Fund Existence | 21 years | 36 years | - |
| Gain YTD | 1.007 | 2.392 | 42% |
| Front Load | 3% | 6% | 45% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.6M | 2.32B | 4% |
| Annual Yield % from dividends | 0.88 | 1.71 | 52% |
| Returns for 1 year | 5.49 | 4.31 | 127% |
| Returns for 3 years | -9.31 | 6.19 | -150% |
| Returns for 5 years | 78.00 | 9.08 | 859% |
| Returns for 10 years | 62.97 | 19.95 | 316% |
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